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MVCAX vs PZIMX
MVCAX vs PZIMX Comparison
Open Charts MVCAX vs PZIMX
Pzena Mid Cap Value Instl
Price$11.89
Change+$0.18 (+1.54%)
VolumeN/A
Net Assets95.56M
MVCAX vs PZIMX Comparison Chart in %
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MVCAX vs. PZIMX commentary
Dec 04, 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: 17B vs. PZIMX (95.6M). PZIMX pays higher dividends than MVCAX: PZIMX (1.47) vs MVCAX (0.83). MVCAX was incepted earlier than PZIMX: MVCAX (24 years) vs PZIMX (12 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 : -9.54 vs. PZIMX (-21.46). MVCAX return over 5 years is better than : 32.80 vs. PZIMX (-7.58).
| 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 | 12 years | - |
| Gain YTD | 5.965 | -0.751 | -794% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 95.6M | 17,782% |
| Annual Yield % from dividends | 0.83 | 1.47 | 56% |
| Returns for 1 year | -9.54 | -21.46 | 44% |
| Returns for 3 years | 11.01 | -21.76 | -51% |
| Returns for 5 years | 32.80 | -7.58 | -433% |
| Returns for 10 years | 73.95 | 25.24 | 293% |
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