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AZBIX vs DFSTX
AZBIX vs DFSTX Comparison
Open Charts AZBIX vs DFSTX
Virtus Small-Cap Institutional
Price$25.77
Change-$0.26 (-1.00%)
VolumeN/A
Net Assets108.77M
AZBIX vs DFSTX Comparison Chart in %
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AZBIX vs. DFSTX 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 AZBIX is a Hold and DFSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.3B vs. AZBIX (109M). DFSTX pays higher dividends than AZBIX: DFSTX (1.02) vs AZBIX (0.28). AZBIX was incepted earlier than DFSTX: AZBIX (13 years) vs DFSTX (34 years). AZBIX (0.99) is less costly to investors than DFSTX (0.28). AZBIX is a more actively managed with annual turnover of: 95.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than AZBIX: DFSTX (0) vs AZBIX (1000000). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. AZBIX (7.83). DFSTX return over 5 years is better than : 38.07 vs. AZBIX (-0.53).
| AZBIX | DFSTX | AZBIX / DFSTX | |
| Total Expense Ratio | 0.82 | 0.27 | 304% |
| Annual Report Gross Expense Ratio | 0.99 | 0.28 | 354% |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 5.470 | 6.752 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 18.3B | 1% |
| Annual Yield % from dividends | 0.28 | 1.02 | 28% |
| Returns for 1 year | 7.83 | 13.21 | 59% |
| Returns for 3 years | 21.99 | 33.64 | 65% |
| Returns for 5 years | -0.53 | 38.07 | -1% |
| Returns for 10 years | 83.50 | 131.31 | 64% |
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