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PZVSX vs VSIAX
PZVSX vs VSIAX Comparison
Open Charts PZVSX vs VSIAX
Pzena Small Cap Value Investor
Price$12.23
Change-$0.35 (-2.78%)
VolumeN/A
Net Assets43.69M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
PZVSX vs VSIAX Comparison Chart
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PZVSX vs. VSIAX commentary
Jun 16, 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: 54B vs. PZVSX (43.7M). VSIAX pays higher dividends than PZVSX: VSIAX (2.23) vs PZVSX (1.46). 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 : 3.83 vs. PZVSX (-14.26). VSIAX return over 5 years is better than : 80.63 vs. PZVSX (50.02).
| 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 | -11.951 | -4.304 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 54B | 0% |
| Annual Yield % from dividends | 1.46 | 2.23 | 65% |
| Returns for 1 year | -14.26 | 3.83 | -373% |
| Returns for 3 years | -3.97 | 26.16 | -15% |
| Returns for 5 years | 50.02 | 80.63 | 62% |
| Returns for 10 years | N/A | 80.44 | - |
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