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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$14.28
Change+$0.87 (+6.49%)
VolumeN/A
Net Assets88.2M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
PZVSX vs VSIAX Comparison Chart in %
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PZVSX vs. VSIAX commentary
Feb 05, 2026
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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. PZVSX (88.2M). VSIAX pays higher dividends than PZVSX: VSIAX (1.85) vs PZVSX (0.00). 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 : 12.04 vs. PZVSX (3.78). VSIAX return over 5 years is better than : 51.14 vs. PZVSX (17.62).
| 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 | 10.612 | 6.559 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.2M | 59.8B | 0% |
| Annual Yield % from dividends | 0.00 | 1.85 | - |
| Returns for 1 year | 3.78 | 12.04 | 31% |
| Returns for 3 years | 8.18 | 29.92 | 27% |
| Returns for 5 years | 17.62 | 51.14 | 34% |
| Returns for 10 years | N/A | 162.42 | - |
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