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PZVSX vs VSIIX
PZVSX vs VSIIX Comparison
Open Charts PZVSX vs VSIIX
Pzena Small Cap Value Investor
Price$14.28
Change+$0.87 (+6.49%)
VolumeN/A
Net Assets88.2M
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
PZVSX vs VSIIX Comparison Chart in %
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PZVSX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. PZVSX (88.2M). VSIIX pays higher dividends than PZVSX: VSIIX (1.86) vs PZVSX (0.00). PZVSX was incepted earlier than VSIIX: PZVSX (10 years) vs VSIIX (26 years). PZVSX (1.74) is less costly to investors than VSIIX (0.06). PZVSX is a more actively managed with annual turnover of: 30.00 vs. VSIIX (16.00). PZVSX has a lower initial minimum investment than VSIIX: PZVSX (5000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 12.05 vs. PZVSX (3.78). VSIIX return over 5 years is better than : 51.14 vs. PZVSX (17.62).
| PZVSX | VSIIX | PZVSX / VSIIX | |
| Total Expense Ratio | 1.35 | 0.06 | 2,250% |
| Annual Report Gross Expense Ratio | 1.74 | 0.06 | 2,900% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 10.612 | 6.545 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.2M | 59.8B | 0% |
| Annual Yield % from dividends | 0.00 | 1.86 | - |
| Returns for 1 year | 3.78 | 12.05 | 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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