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AZBIX vs VSCPX
AZBIX vs VSCPX Comparison
Open Charts AZBIX vs VSCPX
Virtus Small-Cap Institutional
Price$25.76
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets103.42M
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
AZBIX vs VSCPX Comparison Chart in %
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AZBIX vs. VSCPX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. AZBIX (103M). VSCPX pays higher dividends than AZBIX: VSCPX (1.33) vs AZBIX (0.61). AZBIX was incepted earlier than VSCPX: AZBIX (12 years) vs VSCPX (15 years). AZBIX (1.27) is less costly to investors than VSCPX (0.03). AZBIX is a more actively managed with annual turnover of: 69.00 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 : 13.65 vs. AZBIX (4.90). VSCPX return over 5 years is better than : 66.83 vs. AZBIX (35.87).
| AZBIX | VSCPX | AZBIX / VSCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.27 | 0.03 | 4,233% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 8.008 | 6.536 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 161B | 0% |
| Annual Yield % from dividends | 0.61 | 1.33 | 46% |
| Returns for 1 year | 4.90 | 13.65 | 36% |
| Returns for 3 years | 30.15 | 39.36 | 77% |
| Returns for 5 years | 35.87 | 66.83 | 54% |
| Returns for 10 years | 48.82 | 133.00 | 37% |
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