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DISIX vs VRTIX
DISIX vs VRTIX Comparison
Open Charts DISIX vs VRTIX
BNY Mellon Small Cap Stock Index I
Price$24.78
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets848.07M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
DISIX vs VRTIX Comparison Chart in %
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DISIX vs. VRTIX commentary
Oct 19, 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 DISIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. DISIX (848M). DISIX pays higher dividends than VRTIX: DISIX (1.59) vs VRTIX (1.20). 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 (12.00). 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 : 7.92 vs. DISIX (-11.75). VRTIX return over 5 years is better than : 52.70 vs. DISIX (-1.15).
| 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 | 3.035 | 10.362 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 13.6B | 6% |
| Annual Yield % from dividends | 1.59 | 1.20 | 132% |
| Returns for 1 year | -11.75 | 7.92 | -148% |
| Returns for 3 years | -7.58 | 41.48 | -18% |
| Returns for 5 years | -1.15 | 52.70 | -2% |
| Returns for 10 years | N/A | 120.39 | - |
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