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PZVSX vs VSCAX
PZVSX vs VSCAX Comparison
Open Charts PZVSX vs VSCAX
Pzena Small Cap Value Investor
Price$14.38
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets46.87M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
PZVSX vs VSCAX Comparison Chart in %
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PZVSX vs. VSCAX commentary
Sep 09, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. PZVSX (46.9M). PZVSX pays higher dividends than VSCAX: PZVSX (1.27) vs VSCAX (0.32). PZVSX was incepted earlier than VSCAX: PZVSX (9 years) vs VSCAX (26 years). PZVSX (1.74) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. PZVSX (30.00). VSCAX has a lower initial minimum investment than PZVSX: VSCAX (1000) vs PZVSX (5000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. PZVSX (-1.57). VSCAX return over 5 years is better than : 116.87 vs. PZVSX (63.06).
| PZVSX | VSCAX | PZVSX / VSCAX | |
| Total Expense Ratio | 1.35 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.74 | 1.12 | 155% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 3.528 | 7.614 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9M | 7.33B | 1% |
| Annual Yield % from dividends | 1.27 | 0.32 | 392% |
| Returns for 1 year | -1.57 | 12.12 | -13% |
| Returns for 3 years | 16.24 | 46.81 | 35% |
| Returns for 5 years | 63.06 | 116.87 | 54% |
| Returns for 10 years | N/A | 36.89 | - |
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