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MVCAX vs PZIMX
MVCAX vs PZIMX Comparison
Open Charts MVCAX vs PZIMX
Pzena Mid Cap Value Instl
Price$12.12
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets105.34M
MVCAX vs PZIMX Comparison Chart in %
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MVCAX vs. PZIMX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. PZIMX (105M). PZIMX pays higher dividends than MVCAX: PZIMX (1.48) vs MVCAX (0.86). MVCAX was incepted earlier than PZIMX: MVCAX (24 years) vs PZIMX (11 years). MVCAX (1.00) and PZIMX (0.97) have similar cost to investors . PZIMX is a more actively managed with annual turnover of: 35.00 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 : -3.52 vs. PZIMX (-17.02). MVCAX return over 5 years is better than : 47.65 vs. PZIMX (22.42).
| MVCAX | PZIMX | MVCAX / PZIMX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.00 | 0.97 | 103% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 3.325 | 1.169 | 284% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 105M | 16,286% |
| Annual Yield % from dividends | 0.86 | 1.48 | 58% |
| Returns for 1 year | -3.52 | -17.02 | 21% |
| Returns for 3 years | 6.81 | -19.58 | -35% |
| Returns for 5 years | 47.65 | 22.42 | 213% |
| Returns for 10 years | 63.09 | 26.93 | 234% |
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