Pzena Small Cap Value Fund (PZVSX) Alternatives
Pzena Small Cap Value Fund (PZVSX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PZVSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PZVSX
PZVSX charges 1.52% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among PZVSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | PZVSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | PZVSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PZVSX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | PZVSX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | PZVSX vs VSMVX |
Best Risk-Adjusted Alternatives to PZVSX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | PZVSX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | PZVSX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | PZVSX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | PZVSX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | PZVSX vs MMEYX |
Top Performing PZVSX Alternatives (YTD)
PZVSX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 16.31% | May 15, 1998 | PZVSX vs AVALX | |
| Avantis U.S. Small Cap Value Fund | 7.95% | Dec 4, 2019 | PZVSX vs AVUVX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | PZVSX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | PZVSX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | PZVSX vs NSDVX |
Lowest Volatility Alternatives to PZVSX
PZVSX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | PZVSX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | PZVSX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | PZVSX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | PZVSX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | PZVSX vs TASCX |
Lowest Drawdown Alternatives to PZVSX
PZVSX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | PZVSX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | PZVSX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | PZVSX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | PZVSX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | PZVSX vs JMCRX |
Other Mutual Funds from Pzena
Most popular Pzena mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pzena Emerging Markets Value Fund | Emerging Markets Diversified | 89 | 4.52% | Mar 30, 2014 | PZVSX vs PZVEX | |
| Pzena International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 41 | -6.29% | Jul 1, 2018 | PZVSX vs PZVIX | |
| Pzena Mid Cap Value Fund | Mid Cap Value Equities | 4 | -3.97% | Mar 31, 2014 | PZVSX vs PZVMX | |
| Pzena Emerging Markets Value Fund Institutional Cl... | Emerging Markets Equities | 89 | 4.56% | Mar 31, 2014 | PZVSX vs PZIEX |
Often Compared With PZVSX
What investors most often compare with PZVSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | PZVSX vs VSCAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | PZVSX vs PRVIX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | PZVSX vs SSCVX |
Compare PZVSX with Any Fund or Stock
Compare PZVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.