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DISIX vs VRTIX
DISIX vs VRTIX Comparison
Open Charts DISIX vs VRTIX
BNY Mellon Small Cap Stock Index I
Price$23.30
Change+$0.13 (+0.56%)
VolumeN/A
Net Assets827.21M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
DISIX vs VRTIX Comparison Chart in %
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DISIX vs. VRTIX commentary
Jan 15, 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 DISIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. DISIX (827M). DISIX pays higher dividends than VRTIX: DISIX (1.42) vs VRTIX (1.25). DISIX was incepted earlier than VRTIX: DISIX (9 years) vs VRTIX (15 years). DISIX (0.26) is less costly to investors than VRTIX (0.07). DISIX is a more actively managed with annual turnover of: 40.52 vs. VRTIX (14.00). DISIX has a lower initial minimum investment than VRTIX: DISIX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 19.93 vs. DISIX (-1.78). VRTIX return over 5 years is better than : 27.09 vs. DISIX (-23.61).
| DISIX | VRTIX | DISIX / VRTIX | |
| Total Expense Ratio | 0.26 | 0.07 | 371% |
| Annual Report Gross Expense Ratio | 0.26 | 0.07 | 371% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 5.813 | 6.855 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 14.3B | 6% |
| Annual Yield % from dividends | 1.42 | 1.25 | 113% |
| Returns for 1 year | -1.78 | 19.93 | -9% |
| Returns for 3 years | -8.16 | 42.44 | -19% |
| Returns for 5 years | -23.61 | 27.09 | -87% |
| Returns for 10 years | N/A | 175.04 | - |
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