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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$12.44
Change+$0.14 (+1.14%)
VolumeN/A
Net Assets43.99M
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
PZVSX vs VSIAX Comparison Chart
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PZVSX vs. VSIAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PZVSX (44M). VSIAX pays higher dividends than PZVSX: VSIAX (2.23) 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 : 3.02 vs. PZVSX (-15.24). VSIAX return over 5 years is better than : 64.97 vs. PZVSX (33.54).
| 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 | -11.447 | -4.234 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44M | 54B | 0% |
| Annual Yield % from dividends | 1.46 | 2.23 | 65% |
| Returns for 1 year | -15.24 | 3.02 | -505% |
| Returns for 3 years | -13.47 | 12.14 | -111% |
| Returns for 5 years | 33.54 | 64.97 | 52% |
| Returns for 10 years | N/A | 82.86 | - |
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