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AZBIX vs VSMAX
AZBIX vs VSMAX Comparison
Open Charts AZBIX vs VSMAX
Virtus Small-Cap Institutional
Price$25.76
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets103.42M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
AZBIX vs VSMAX Comparison Chart in %
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AZBIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. AZBIX (103M). VSMAX pays higher dividends than AZBIX: VSMAX (1.31) vs AZBIX (0.61). AZBIX was incepted earlier than VSMAX: AZBIX (12 years) vs VSMAX (25 years). AZBIX (1.27) is less costly to investors than VSMAX (0.05). AZBIX is a more actively managed with annual turnover of: 69.00 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 : 13.64 vs. AZBIX (4.90). VSMAX return over 5 years is better than : 66.80 vs. AZBIX (35.87).
| AZBIX | VSMAX | AZBIX / VSMAX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 8.008 | 6.527 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 161B | 0% |
| Annual Yield % from dividends | 0.61 | 1.31 | 46% |
| Returns for 1 year | 4.90 | 13.64 | 36% |
| Returns for 3 years | 30.15 | 39.35 | 77% |
| Returns for 5 years | 35.87 | 66.80 | 54% |
| Returns for 10 years | 48.82 | 132.90 | 37% |
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