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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$11.46
Change+$0.30 (+2.69%)
VolumeN/A
Net Assets48.21M
Vanguard Small Cap Value Index Admiral
Price$77.22
Change+$1.48 (+1.95%)
VolumeN/A
Net Assets53.62B
PZVSX vs VSIAX Comparison Chart
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PZVSX vs. VSIAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. PZVSX (48.2M). 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 : -3.10 vs. PZVSX (-21.38). VSIAX return over 5 years is better than : 92.61 vs. PZVSX (65.54).
| 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 | -19.654 | -10.925 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 53.6B | 0% |
| Annual Yield % from dividends | 1.46 | 2.27 | 64% |
| Returns for 1 year | -21.38 | -3.10 | 690% |
| Returns for 3 years | -17.42 | 4.76 | -366% |
| Returns for 5 years | 65.54 | 92.61 | 71% |
| Returns for 10 years | N/A | 68.74 | - |
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