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MVCAX vs PZVMX
MVCAX vs PZVMX Comparison
Open Charts MVCAX vs PZVMX
Pzena Mid Cap Value Investor
Price$12.05
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets97.09M
MVCAX vs PZVMX Comparison Chart in %
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MVCAX vs. PZVMX commentary
Oct 19, 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 Hold and PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PZVMX (97.1M). PZVMX pays higher dividends than MVCAX: PZVMX (1.05) vs MVCAX (0.84). 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 : -9.14 vs. PZVMX (-20.56). MVCAX return over 5 years is better than : 44.40 vs. PZVMX (15.17).
| 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 | 3.585 | -1.310 | -274% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 97.1M | 17,405% |
| Annual Yield % from dividends | 0.84 | 1.05 | 80% |
| Returns for 1 year | -9.14 | -20.56 | 44% |
| Returns for 3 years | 20.07 | -12.16 | -165% |
| Returns for 5 years | 44.40 | 15.17 | 293% |
| Returns for 10 years | 70.98 | 26.03 | 273% |
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