Interact to see
Advertisement
Advertisement
PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$13.46
Change+$0.18 (+1.36%)
VolumeN/A
Net Assets76.97M
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
PZVSX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PZVSX vs. VISVX 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 PZVSX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PZVSX (77M). VISVX pays higher dividends than PZVSX: VISVX (1.86) vs PZVSX (1.36). PZVSX was incepted earlier than VISVX: PZVSX (10 years) vs VISVX (28 years). PZVSX (1.74) is less costly to investors than VISVX (0.19). PZVSX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PZVSX: VISVX (3000) vs PZVSX (5000). VISVX annual gain was more profitable for investors over the last year : -1.68 vs. PZVSX (-17.30). VISVX return over 5 years is better than : 56.36 vs. PZVSX (21.45).
| PZVSX | VISVX | PZVSX / VISVX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.74 | 0.19 | 916% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -3.960 | 6.700 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77M | 58.3B | 0% |
| Annual Yield % from dividends | 1.36 | 1.86 | 73% |
| Returns for 1 year | -17.30 | -1.68 | 1,030% |
| Returns for 3 years | -6.54 | 26.40 | -25% |
| Returns for 5 years | 21.45 | 56.36 | 38% |
| Returns for 10 years | N/A | 112.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement