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MVCAX vs PZVMX
MVCAX vs PZVMX Comparison
Open Charts MVCAX vs PZVMX
Pzena Mid Cap Value Investor
Price$12.76
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets103.68M
MVCAX vs PZVMX Comparison Chart in %
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MVCAX vs. PZVMX commentary
Sep 09, 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: 17.3B vs. PZVMX (104M). PZVMX pays higher dividends than MVCAX: PZVMX (1.01) vs MVCAX (0.84). MVCAX was incepted earlier than PZVMX: MVCAX (24 years) vs PZVMX (11 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 : -2.57 vs. PZVMX (-13.98). MVCAX return over 5 years is better than : 52.00 vs. PZVMX (26.38).
| 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 | 11 years | - |
| Gain YTD | 5.508 | 4.914 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 104M | 16,635% |
| Annual Yield % from dividends | 0.84 | 1.01 | 83% |
| Returns for 1 year | -2.57 | -13.98 | 18% |
| Returns for 3 years | 18.36 | -7.54 | -244% |
| Returns for 5 years | 52.00 | 26.38 | 197% |
| Returns for 10 years | 75.57 | 37.68 | 201% |
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