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PZVSX vs VSIIX
PZVSX vs VSIIX Comparison
Open Charts PZVSX vs VSIIX
Pzena Small Cap Value Investor
Price$15.52
Change-$0.26 (-1.65%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.51
Change-$0.61 (-1.22%)
VolumeN/A
CapitalizationN/A
PZVSX vs VSIIX Comparison Chart
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PZVSX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. PZVSX (64.4M). VSIIX pays higher dividends than PZVSX: VSIIX (2.02) vs PZVSX (0.12). PZVSX was incepted earlier than VSIIX: PZVSX (9 years) vs VSIIX (25 years). PZVSX is a more actively managed with annual turnover of: 28.00 vs. VSIIX (16.00). PZVSX has a lower initial minimum investment than VSIIX: PZVSX (5000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. PZVSX (8.14). VSIIX return over 5 years is better than : 52.86 vs. PZVSX (33.98).
| PZVSX | VSIIX | PZVSX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 6.083 | 15.027 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 63B | 0% |
| Annual Yield % from dividends | 0.12 | 2.02 | 6% |
| Returns for 1 year | 8.14 | 16.22 | 50% |
| Returns for 3 years | 12.62 | 20.66 | 61% |
| Returns for 5 years | 33.98 | 52.86 | 64% |
| Returns for 10 years | N/A | 105.75 | - |
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