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DISIX vs VRTIX
DISIX vs VRTIX Comparison
Open Charts DISIX vs VRTIX
BNY Mellon Small Cap Stock Index I
Price$22.57
Change+$0.09 (+0.40%)
VolumeN/A
Net Assets839.4M
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
DISIX vs VRTIX Comparison Chart in %
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DISIX vs. VRTIX commentary
Dec 26, 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 StrongBuy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. DISIX (839M). DISIX pays higher dividends than VRTIX: DISIX (1.57) vs VRTIX (1.17). 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 : 13.07 vs. DISIX (-7.42). VRTIX return over 5 years is better than : 29.26 vs. DISIX (-21.06).
| 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 | -6.154 | 14.503 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 14.3B | 6% |
| Annual Yield % from dividends | 1.57 | 1.17 | 134% |
| Returns for 1 year | -7.42 | 13.07 | -57% |
| Returns for 3 years | -6.24 | 46.54 | -13% |
| Returns for 5 years | -21.06 | 29.26 | -72% |
| Returns for 10 years | N/A | 130.53 | - |
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