AZBCX
Price
$21.43
Change
-$0.02 (-0.09%)
Updated
Aug 15 closing price
Net Assets
98.79M
VSMAX
Price
$117.86
Change
-$0.44 (-0.37%)
Updated
Aug 15 closing price
Net Assets
154.18B
Interact to see
Advertisement

AZBCX vs VSMAX

Header iconAZBCX vs VSMAX Comparison
Open Charts AZBCX vs VSMAXBanner chart's image
Virtus Small-Cap C
Price$21.43
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets98.79M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
AZBCX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AZBCX vs. VSMAX commentary
Aug 18, 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 AZBCX is a StrongBuy and VSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. AZBCX (98.8M). VSMAX pays higher dividends than AZBCX: VSMAX (1.37) vs AZBCX (0.00). AZBCX was incepted earlier than VSMAX: AZBCX (12 years) vs VSMAX (25 years). AZBCX (2.26) is less costly to investors than VSMAX (0.05). AZBCX is a more actively managed with annual turnover of: 69.00 vs. VSMAX (13.00). AZBCX has a lower initial minimum investment than VSMAX: AZBCX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. AZBCX (-2.72). VSMAX return over 5 years is better than : 57.73 vs. AZBCX (16.09).
AZBCXVSMAXAZBCX / VSMAX
Total Expense Ratio2.190.054,380%
Annual Report Gross Expense Ratio2.260.054,520%
Fund Existence12 years25 years-
Gain YTD2.1452.51785%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets98.8M154B0%
Annual Yield % from dividends0.001.37-
Returns for 1 year-2.729.17-30%
Returns for 3 years7.0420.4834%
Returns for 5 years16.0957.7328%
Returns for 10 years17.94113.1216%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SHSCX46.270.61
+1.34%
BlackRock Health Sciences Opps Inv C
GOFCX26.99N/A
N/A
Victory Pioneer Select Mid Cap Growth C
TASZX20.30-0.11
-0.54%
Third Avenue Small Cap Value Z
RPMFX15.98-0.21
-1.30%
Reinhart Genesis PMV Advisor
RYKAX95.24-1.29
-1.34%
Rydex Banking H