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AZBIX vs VSCPX
AZBIX vs VSCPX Comparison
Open Charts AZBIX vs VSCPX
Virtus Small-Cap Institutional
Price$25.23
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets103.75M
Vanguard Small Cap Index InstlPlus
Price$363.54
Change-$0.72 (-0.20%)
VolumeN/A
Net Assets163.34B
AZBIX vs VSCPX Comparison Chart in %
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AZBIX vs. VSCPX commentary
Dec 28, 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 Buy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 163B vs. AZBIX (104M). VSCPX pays higher dividends than AZBIX: VSCPX (1.34) vs AZBIX (0.60). AZBIX was incepted earlier than VSCPX: AZBIX (13 years) vs VSCPX (15 years). AZBIX (0.99) is less costly to investors than VSCPX (0.03). AZBIX is a more actively managed with annual turnover of: 95.00 vs. VSCPX (13.00). AZBIX has a lower initial minimum investment than VSCPX: AZBIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 7.57 vs. AZBIX (3.96). VSCPX return over 5 years is better than : 36.26 vs. AZBIX (3.74).
| AZBIX | VSCPX | AZBIX / VSCPX | |
| Total Expense Ratio | 0.82 | 0.03 | 2,733% |
| Annual Report Gross Expense Ratio | 0.99 | 0.03 | 3,300% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 5.786 | 9.642 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 163B | 0% |
| Annual Yield % from dividends | 0.60 | 1.34 | 45% |
| Returns for 1 year | 3.96 | 7.57 | 52% |
| Returns for 3 years | 28.14 | 45.16 | 62% |
| Returns for 5 years | 3.74 | 36.26 | 10% |
| Returns for 10 years | 52.98 | 142.26 | 37% |
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