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MVCAX vs PZIMX
MVCAX vs PZIMX Comparison
Open Charts MVCAX vs PZIMX
Pzena Mid Cap Value Instl
Price$11.57
Change-$0.25 (-2.12%)
VolumeN/A
Net Assets103.9M
MVCAX vs PZIMX Comparison Chart
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MVCAX vs. PZIMX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. PZIMX (104M). PZIMX pays higher dividends than MVCAX: PZIMX (1.50) vs MVCAX (0.89). 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 : -4.53 vs. PZIMX (-16.51). MVCAX return over 5 years is better than : 51.98 vs. PZIMX (28.05).
| 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 | -2.086 | -3.422 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 104M | 15,962% |
| Annual Yield % from dividends | 0.89 | 1.50 | 60% |
| Returns for 1 year | -4.53 | -16.51 | 27% |
| Returns for 3 years | 13.00 | -16.90 | -77% |
| Returns for 5 years | 51.98 | 28.05 | 185% |
| Returns for 10 years | 53.51 | 17.77 | 301% |
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