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AZBIX vs VSMAX
AZBIX vs VSMAX Comparison
Open Charts AZBIX vs VSMAX
Virtus Small-Cap Institutional
Price$25.77
Change-$0.26 (-1.00%)
VolumeN/A
Net Assets108.77M
Vanguard Small Cap Index Admiral Shares
Price$130.46
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
AZBIX vs VSMAX Comparison Chart in %
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AZBIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. AZBIX (109M). VSMAX pays higher dividends than AZBIX: VSMAX (1.27) vs AZBIX (0.28). AZBIX was incepted earlier than VSMAX: AZBIX (13 years) vs VSMAX (25 years). AZBIX (0.99) is less costly to investors than VSMAX (0.05). AZBIX is a more actively managed with annual turnover of: 95.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than AZBIX: VSMAX (3000) vs AZBIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 10.71 vs. AZBIX (7.83). VSMAX return over 5 years is better than : 31.93 vs. AZBIX (-0.53).
| AZBIX | VSMAX | AZBIX / VSMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 5.470 | 5.535 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 162B | 0% |
| Annual Yield % from dividends | 0.28 | 1.27 | 22% |
| Returns for 1 year | 7.83 | 10.71 | 73% |
| Returns for 3 years | 21.99 | 33.11 | 66% |
| Returns for 5 years | -0.53 | 31.93 | -2% |
| Returns for 10 years | 83.50 | 186.87 | 45% |
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