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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$13.52
Change-$0.18 (-1.31%)
VolumeN/A
Net Assets44.27M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
PZVSX vs VISVX Comparison Chart in %
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PZVSX vs. VISVX commentary
Aug 18, 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: 56.4B vs. PZVSX (44.3M). VISVX pays higher dividends than PZVSX: VISVX (1.95) vs PZVSX (1.41). PZVSX was incepted earlier than VISVX: PZVSX (9 years) vs VISVX (27 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 : 6.61 vs. PZVSX (-7.27). VISVX return over 5 years is better than : 76.46 vs. PZVSX (49.98).
| PZVSX | VISVX | PZVSX / VISVX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.74 | 0.19 | 916% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -2.664 | 2.657 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3M | 56.4B | 0% |
| Annual Yield % from dividends | 1.41 | 1.95 | 72% |
| Returns for 1 year | -7.27 | 6.61 | -110% |
| Returns for 3 years | -2.87 | 19.23 | -15% |
| Returns for 5 years | 49.98 | 76.46 | 65% |
| Returns for 10 years | N/A | 99.26 | - |