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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$12.85
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets72.71M
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
PZVSX vs VSIAX Comparison Chart in %
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PZVSX vs. VSIAX commentary
Nov 14, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PZVSX (72.7M). VSIAX pays higher dividends than PZVSX: VSIAX (2.02) vs PZVSX (1.39). PZVSX was incepted earlier than VSIAX: PZVSX (10 years) vs VSIAX (14 years). PZVSX (1.74) is less costly to investors than VSIAX (0.07). PZVSX is a more actively managed with annual turnover of: 30.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than PZVSX: VSIAX (3000) vs PZVSX (5000). VSIAX annual gain was more profitable for investors over the last year : -0.53 vs. PZVSX (-17.46). VSIAX return over 5 years is better than : 65.19 vs. PZVSX (28.44).
| PZVSX | VSIAX | PZVSX / VSIAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.74 | 0.07 | 2,486% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -7.487 | 5.811 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.7M | 58.3B | 0% |
| Annual Yield % from dividends | 1.39 | 2.02 | 69% |
| Returns for 1 year | -17.46 | -0.53 | 3,277% |
| Returns for 3 years | -8.33 | 27.41 | -30% |
| Returns for 5 years | 28.44 | 65.19 | 44% |
| Returns for 10 years | N/A | 117.18 | - |
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