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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$15.07
Change-$0.21 (-1.37%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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PZVSX vs VSIAX Comparison Chart
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PZVSX vs. VSIAX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. PZVSX (59.9M). VSIAX pays higher dividends than PZVSX: VSIAX (2.01) vs PZVSX (0.12). PZVSX was incepted earlier than VSIAX: PZVSX (8 years) vs VSIAX (13 years). PZVSX is a more actively managed with annual turnover of: 28.00 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 : 25.86 vs. PZVSX (20.33). VSIAX return over 5 years is better than : 57.13 vs. PZVSX (49.58).
| PZVSX | VSIAX | PZVSX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 3.008 | 11.368 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 57.3B | 0% |
| Annual Yield % from dividends | 0.12 | 2.01 | 6% |
| Returns for 1 year | 20.33 | 25.86 | 79% |
| Returns for 3 years | 13.72 | 21.48 | 64% |
| Returns for 5 years | 49.58 | 57.13 | 87% |
| Returns for 10 years | N/A | 109.18 | - |
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