Ad is loading...
PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$11.40
Change-$1.06 (-8.51%)
VolumeN/A
Net Assets56.63M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
PZVSX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PZVSX vs. VSIAX commentary
Apr 04, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PZVSX (56.6M). VSIAX pays higher dividends than PZVSX: VSIAX (2.27) vs PZVSX (1.46). PZVSX was incepted earlier than VSIAX: PZVSX (9 years) vs VSIAX (14 years). PZVSX (1.81) is less costly to investors than VSIAX (0.07). PZVSX is a more actively managed with annual turnover of: 25.00 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 : 1.33 vs. PZVSX (-15.85). VSIAX return over 5 years is better than : 138.18 vs. PZVSX (110.88).
| PZVSX | VSIAX | PZVSX / VSIAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.81 | 0.07 | 2,586% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -10.295 | -4.128 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6M | 57.6B | 0% |
| Annual Yield % from dividends | 1.46 | 2.27 | 64% |
| Returns for 1 year | -15.85 | 1.33 | -1,189% |
| Returns for 3 years | -10.35 | 9.17 | -113% |
| Returns for 5 years | 110.88 | 138.18 | 80% |
| Returns for 10 years | N/A | 80.20 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...