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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$12.23
Change-$0.35 (-2.78%)
VolumeN/A
Net Assets43.69M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
PZVSX vs VISVX Comparison Chart
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PZVSX vs. VISVX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. PZVSX (43.7M). VISVX pays higher dividends than PZVSX: VISVX (2.11) vs PZVSX (1.46). PZVSX was incepted earlier than VISVX: PZVSX (9 years) vs VISVX (27 years). PZVSX (1.81) is less costly to investors than VISVX (0.19). PZVSX is a more actively managed with annual turnover of: 25.00 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 : 3.80 vs. PZVSX (-14.26). VISVX return over 5 years is better than : 80.48 vs. PZVSX (50.02).
| PZVSX | VISVX | PZVSX / VISVX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.81 | 0.19 | 953% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -11.951 | -4.331 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 54B | 0% |
| Annual Yield % from dividends | 1.46 | 2.11 | 69% |
| Returns for 1 year | -14.26 | 3.80 | -375% |
| Returns for 3 years | -3.97 | 26.12 | -15% |
| Returns for 5 years | 50.02 | 80.48 | 62% |
| Returns for 10 years | N/A | 80.06 | - |
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