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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$15.52
Change-$0.26 (-1.65%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
PZVSX vs VSIAX Comparison Chart
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PZVSX vs. VSIAX commentary
Dec 18, 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 StrongSell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. PZVSX (64.4M). VSIAX pays higher dividends than PZVSX: VSIAX (2.01) vs PZVSX (0.12). PZVSX was incepted earlier than VSIAX: PZVSX (9 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 : 16.23 vs. PZVSX (8.14). VSIAX return over 5 years is better than : 52.83 vs. PZVSX (33.98).
| PZVSX | VSIAX | PZVSX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 6.083 | 15.031 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 63B | 0% |
| Annual Yield % from dividends | 0.12 | 2.01 | 6% |
| Returns for 1 year | 8.14 | 16.23 | 50% |
| Returns for 3 years | 12.62 | 20.67 | 61% |
| Returns for 5 years | 33.98 | 52.83 | 64% |
| Returns for 10 years | N/A | 105.65 | - |
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