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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$13.41
Change-$0.25 (-1.83%)
VolumeN/A
Net Assets58.55M
Vanguard Small Cap Value Index Admiral
Price$89.18
Change-$1.01 (-1.12%)
VolumeN/A
Net Assets59.14B
PZVSX vs VSIAX Comparison Chart in %
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PZVSX vs. VSIAX commentary
Oct 10, 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: 59.1B vs. PZVSX (58.6M). VSIAX pays higher dividends than PZVSX: VSIAX (2.00) vs PZVSX (1.30). PZVSX was incepted earlier than VSIAX: PZVSX (9 years) vs VSIAX (14 years). PZVSX (1.74) is less costly to investors than VSIAX (0.07). PZVSX is a more actively managed with annual turnover of: 30.00 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 : 6.14 vs. PZVSX (-6.56). VSIAX return over 5 years is better than : 79.18 vs. PZVSX (50.06).
| PZVSX | VSIAX | PZVSX / VSIAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.74 | 0.07 | 2,486% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.656 | 6.306 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 59.1B | 0% |
| Annual Yield % from dividends | 1.30 | 2.00 | 65% |
| Returns for 1 year | -6.56 | 6.14 | -107% |
| Returns for 3 years | 16.25 | 44.40 | 37% |
| Returns for 5 years | 50.06 | 79.18 | 63% |
| Returns for 10 years | N/A | 113.71 | - |
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