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PZVMX vs VMVIX
PZVMX vs VMVIX Comparison
Open Charts PZVMX vs VMVIX
Pzena Mid Cap Value Investor
Price$12.07
Change+$0.18 (+1.51%)
VolumeN/A
Net Assets95.56M
Vanguard Mid-Cap Value Index Investor
Price$69.65
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets31.8B
PZVMX vs VMVIX Comparison Chart in %
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PZVMX vs. VMVIX 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 PZVMX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. PZVMX (95.6M). VMVIX pays higher dividends than PZVMX: VMVIX (2.02) vs PZVMX (1.08). PZVMX was incepted earlier than VMVIX: PZVMX (12 years) vs VMVIX (19 years). PZVMX (1.32) is less costly to investors than VMVIX (0.19). PZVMX is a more actively managed with annual turnover of: 35.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than PZVMX: VMVIX (3000) vs PZVMX (5000). VMVIX annual gain was more profitable for investors over the last year : 0.92 vs. PZVMX (-22.78). VMVIX return over 5 years is better than : 51.17 vs. PZVMX (-6.82).
| PZVMX | VMVIX | PZVMX / VMVIX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 1.32 | 0.19 | 695% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | -2.375 | 9.024 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.6M | 31.8B | 0% |
| Annual Yield % from dividends | 1.08 | 2.02 | 53% |
| Returns for 1 year | -22.78 | 0.92 | -2,486% |
| Returns for 3 years | -22.81 | 24.50 | -93% |
| Returns for 5 years | -6.82 | 51.17 | -13% |
| Returns for 10 years | 21.41 | 101.93 | 21% |
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