Interact to see
Advertisement
Advertisement
PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$12.95
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets43.28M
Vanguard Small Cap Value Index Admiral
Price$85.14
Change-$0.34 (-0.40%)
VolumeN/A
Net Assets56.44B
PZVSX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PZVSX vs. VSIAX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PZVSX is a Buy and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. PZVSX (43.3M). VSIAX pays higher dividends than PZVSX: VSIAX (2.07) vs PZVSX (1.41). PZVSX was incepted earlier than VSIAX: PZVSX (9 years) vs VSIAX (14 years). PZVSX (1.74) is less costly to investors than VSIAX (0.07). PZVSX is a more actively managed with annual turnover of: 30.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than PZVSX: VSIAX (3000) vs PZVSX (5000). VSIAX annual gain was more profitable for investors over the last year : 8.30 vs. PZVSX (-9.26). VSIAX return over 5 years is better than : 75.07 vs. PZVSX (46.33).
| PZVSX | VSIAX | PZVSX / VSIAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.74 | 0.07 | 2,486% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -7.199 | 0.655 | -1,099% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3M | 56.4B | 0% |
| Annual Yield % from dividends | 1.41 | 2.07 | 68% |
| Returns for 1 year | -9.26 | 8.30 | -111% |
| Returns for 3 years | -2.42 | 23.66 | -10% |
| Returns for 5 years | 46.33 | 75.07 | 62% |
| Returns for 10 years | N/A | 98.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement