Interact to see
Advertisement
Advertisement
PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$14.28
Change+$0.87 (+6.49%)
VolumeN/A
Net Assets88.2M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
PZVSX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PZVSX vs. VISVX commentary
Feb 05, 2026
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 StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. PZVSX (88.2M). VISVX pays higher dividends than PZVSX: VISVX (1.74) vs PZVSX (0.00). 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 : 12.01 vs. PZVSX (3.78). VISVX return over 5 years is better than : 51.01 vs. PZVSX (17.62).
| 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 | 10.612 | 6.555 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.2M | 59.8B | 0% |
| Annual Yield % from dividends | 0.00 | 1.74 | - |
| Returns for 1 year | 3.78 | 12.01 | 31% |
| Returns for 3 years | 8.18 | 29.81 | 27% |
| Returns for 5 years | 17.62 | 51.01 | 35% |
| Returns for 10 years | N/A | 161.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement