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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$14.20
Change-$0.15 (-1.05%)
VolumeN/A
Net Assets46.41M
Vanguard Small Cap Value Index Admiral
Price$89.84
Change-$0.24 (-0.27%)
VolumeN/A
Net Assets56.44B
PZVSX vs VSIAX Comparison Chart in %
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PZVSX vs. VSIAX commentary
Aug 30, 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: 56.4B vs. PZVSX (46.4M). VSIAX pays higher dividends than PZVSX: VSIAX (2.07) vs PZVSX (1.41). 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 : 7.43 vs. PZVSX (-4.36). VSIAX return over 5 years is better than : 82.66 vs. PZVSX (61.82).
| 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 | 3.312 | 6.072 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4M | 56.4B | 0% |
| Annual Yield % from dividends | 1.41 | 2.07 | 68% |
| Returns for 1 year | -4.36 | 7.43 | -59% |
| Returns for 3 years | 9.62 | 30.24 | 32% |
| Returns for 5 years | 61.82 | 82.66 | 75% |
| Returns for 10 years | N/A | 116.40 | - |
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