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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$13.14
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets76.97M
Vanguard Small Cap Value Index I
Price$51.64
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets59.64B
PZVSX vs VISVX Comparison Chart in %
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PZVSX vs. VISVX commentary
Dec 28, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B 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 : 7.55 vs. PZVSX (-6.34). VISVX return over 5 years is better than : 54.54 vs. PZVSX (17.43).
| 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 | -5.400 | 9.022 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77M | 59.6B | 0% |
| Annual Yield % from dividends | 1.36 | 1.86 | 73% |
| Returns for 1 year | -6.34 | 7.55 | -84% |
| Returns for 3 years | 13.82 | 37.02 | 37% |
| Returns for 5 years | 17.43 | 54.54 | 32% |
| Returns for 10 years | N/A | 123.25 | - |
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