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 a closer substitute for your current allocation.
Cheapest Alternatives to PZVSX
PZVSX charges 1.52% annually. There are 117 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | PZVSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PZVSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | PZVSX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PZVSX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PZVSX vs VRTVX |
Best Risk-Adjusted Alternatives to PZVSX
PZVSX has a PortfoliosLab risk / return rank of 20. There are 118 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | PZVSX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | PZVSX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | PZVSX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | PZVSX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | PZVSX vs AVALX |
Top Performing PZVSX Alternatives (YTD)
PZVSX is at 16.34% YTD. There are 78 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | PZVSX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | PZVSX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | PZVSX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | PZVSX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | PZVSX vs WSCVX |
Lowest Volatility Alternatives to PZVSX
PZVSX has 22.17% 1-year volatility. There are 125 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | PZVSX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | PZVSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | PZVSX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | PZVSX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | PZVSX vs ARSMX |
Lowest Drawdown Alternatives to PZVSX
PZVSX has a 1-year max drawdown of -15.26%. There are 124 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | PZVSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PZVSX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PZVSX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PZVSX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PZVSX vs TSLTX |
Other Mutual Funds from Pzena
The 4 most viewed Pzena mutual funds shown here include PZIEX, PZVEX, PZVIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pzena Emerging Markets Value Fund Institutional Cl... | Emerging Markets Equities | 56 | 10.89% | — | Mar 2014 | PZVSX vs PZIEX | |
| Pzena Emerging Markets Value Fund | Emerging Markets Diversified | 54 | 10.68% | — | Mar 2014 | PZVSX vs PZVEX | |
| Pzena International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 17 | 3.07% | — | Jul 2018 | PZVSX vs PZVIX | |
| Pzena Mid Cap Value Fund | Mid Cap Value Equities | 10 | 10.97% | — | Mar 2014 | PZVSX vs PZVMX |
Often Compared With PZVSX
Investors most often compare PZVSX with NSDVX, BOSVX, HWSIX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PZVSX with Any Fund or Stock
Compare PZVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PZVSX with funds that move differently
Pzena Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PZVSX.
Explore PZVSX Diversifiers