PZVSX
Price
$13.30
Change
+$0.06 (+0.45%)
Updated
Jul 25 closing price
Net Assets
45.52M
VISVX
Price
$48.77
Change
+$0.25 (+0.52%)
Updated
Jul 25 closing price
Net Assets
55.61B
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PZVSX vs VISVX

Header iconPZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVXBanner chart's image
Pzena Small Cap Value Investor
Price$13.30
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets45.52M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
PZVSX vs VISVX Comparison Chart in %
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PZVSX vs. VISVX commentary
Jul 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 StrongBuy and VISVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. PZVSX (45.5M). VISVX pays higher dividends than PZVSX: VISVX (1.99) vs PZVSX (1.43). 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 : 5.54 vs. PZVSX (-12.91). VISVX return over 5 years is better than : 88.78 vs. PZVSX (59.69).
PZVSXVISVXPZVSX / VISVX
Total Expense Ratio1.350.19711%
Annual Report Gross Expense Ratio1.740.19916%
Fund Existence9 years27 years-
Gain YTD-4.2482.868-148%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets45.5M55.6B0%
Annual Yield % from dividends1.431.9972%
Returns for 1 year-12.915.54-233%
Returns for 3 years3.7130.9912%
Returns for 5 years59.6988.7867%
Returns for 10 yearsN/A102.36-
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