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MVCAX vs PZVMX
MVCAX vs PZVMX Comparison
Open Charts MVCAX vs PZVMX
Pzena Mid Cap Value Investor
Price$12.43
Change+$0.18 (+1.47%)
VolumeN/A
Net Assets98.09M
MVCAX vs PZVMX Comparison Chart in %
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MVCAX vs. PZVMX commentary
Dec 13, 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 PZVMX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. PZVMX (98.1M). PZVMX pays higher dividends than MVCAX: PZVMX (1.08) vs MVCAX (0.83). MVCAX was incepted earlier than PZVMX: MVCAX (24 years) vs PZVMX (12 years). PZVMX (1.32) is less costly to investors than MVCAX (1.00). PZVMX is a more actively managed with annual turnover of: 35.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than PZVMX: MVCAX (1000) vs PZVMX (5000). MVCAX annual gain was more profitable for investors over the last year : -4.12 vs. PZVMX (-19.24). MVCAX return over 5 years is better than : 27.20 vs. PZVMX (-4.22).
| MVCAX | PZVMX | MVCAX / PZVMX | |
| Total Expense Ratio | 0.99 | 1.25 | 79% |
| Annual Report Gross Expense Ratio | 1.00 | 1.32 | 76% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 0.196 | 0.328 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 98.1M | 17,533% |
| Annual Yield % from dividends | 0.83 | 1.08 | 77% |
| Returns for 1 year | -4.12 | -19.24 | 21% |
| Returns for 3 years | 12.85 | -17.20 | -75% |
| Returns for 5 years | 27.20 | -4.22 | -644% |
| Returns for 10 years | 72.41 | 37.43 | 193% |
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