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MVCAX vs PZIMX
MVCAX vs PZIMX Comparison
Open Charts MVCAX vs PZIMX
Pzena Mid Cap Value Instl
Price$12.35
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets109.25M
MVCAX vs PZIMX Comparison Chart in %
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MVCAX vs. PZIMX commentary
Jul 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 MVCAX is a Buy and PZIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. PZIMX (109M). PZIMX pays higher dividends than MVCAX: PZIMX (1.46) vs MVCAX (0.87). MVCAX was incepted earlier than PZIMX: MVCAX (24 years) vs PZIMX (11 years). MVCAX (1.00) and PZIMX (0.99) have similar cost to investors . PZIMX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than PZIMX: MVCAX (1000) vs PZIMX (1000000). MVCAX annual gain was more profitable for investors over the last year : 1.09 vs. PZIMX (-10.88). MVCAX return over 5 years is better than : 60.39 vs. PZIMX (40.83).
| MVCAX | PZIMX | MVCAX / PZIMX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.934 | 3.088 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 109M | 15,872% |
| Annual Yield % from dividends | 0.87 | 1.46 | 60% |
| Returns for 1 year | 1.09 | -10.88 | -10% |
| Returns for 3 years | 18.70 | -9.59 | -195% |
| Returns for 5 years | 60.39 | 40.83 | 148% |
| Returns for 10 years | 64.61 | 29.59 | 218% |
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