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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$13.35
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets48.04M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
PZVSX vs VSIAX Comparison Chart in %
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PZVSX vs. VSIAX commentary
Jul 07, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PZVSX (48M). VSIAX pays higher dividends than PZVSX: VSIAX (2.11) vs PZVSX (1.43). PZVSX was incepted earlier than VSIAX: PZVSX (9 years) vs VSIAX (14 years). PZVSX (1.81) is less costly to investors than VSIAX (0.07). PZVSX is a more actively managed with annual turnover of: 25.00 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 : 11.67 vs. PZVSX (-4.76). VSIAX return over 5 years is better than : 94.16 vs. PZVSX (68.62).
| PZVSX | VSIAX | PZVSX / VSIAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.81 | 0.07 | 2,586% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -3.888 | 2.044 | -190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 54B | 0% |
| Annual Yield % from dividends | 1.43 | 2.11 | 68% |
| Returns for 1 year | -4.76 | 11.67 | -41% |
| Returns for 3 years | 8.08 | 34.88 | 23% |
| Returns for 5 years | 68.62 | 94.16 | 73% |
| Returns for 10 years | N/A | 96.53 | - |
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