Interact to see
Advertisement
Advertisement
AZBIX vs VSCIX
AZBIX vs VSCIX Comparison
Open Charts AZBIX vs VSCIX
Virtus Small-Cap Institutional
Price$24.52
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets98.79M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
AZBIX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AZBIX vs. VSCIX 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 AZBIX is a StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. AZBIX (98.8M). VSCIX pays higher dividends than AZBIX: VSCIX (1.38) vs AZBIX (0.65). AZBIX was incepted earlier than VSCIX: AZBIX (12 years) vs VSCIX (28 years). AZBIX (1.27) is less costly to investors than VSCIX (0.04). AZBIX is a more actively managed with annual turnover of: 69.00 vs. VSCIX (13.00). AZBIX has a lower initial minimum investment than VSCIX: AZBIX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 9.18 vs. AZBIX (-0.47). VSCIX return over 5 years is better than : 57.74 vs. AZBIX (26.40).
| AZBIX | VSCIX | AZBIX / VSCIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 2.809 | 2.527 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.8M | 154B | 0% |
| Annual Yield % from dividends | 0.65 | 1.38 | 47% |
| Returns for 1 year | -0.47 | 9.18 | -5% |
| Returns for 3 years | 12.72 | 20.49 | 62% |
| Returns for 5 years | 26.40 | 57.74 | 46% |
| Returns for 10 years | 36.37 | 113.17 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement