Interact to see
Advertisement
Advertisement
PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$14.38
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets46.87M
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
PZVSX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PZVSX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. PZVSX (46.9M). VSIAX pays higher dividends than PZVSX: VSIAX (1.97) vs PZVSX (1.27). PZVSX was incepted earlier than VSIAX: PZVSX (9 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 : 10.22 vs. PZVSX (-1.57). VSIAX return over 5 years is better than : 86.42 vs. PZVSX (63.06).
| 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 | 9 years | 14 years | - |
| Gain YTD | 3.528 | 6.707 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9M | 59.2B | 0% |
| Annual Yield % from dividends | 1.27 | 1.97 | 64% |
| Returns for 1 year | -1.57 | 10.22 | -15% |
| Returns for 3 years | 16.24 | 36.67 | 44% |
| Returns for 5 years | 63.06 | 86.42 | 73% |
| Returns for 10 years | N/A | 117.84 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement