AZBCX
Price
$22.69
Change
-$0.18 (-0.79%)
Updated
Sep 25 closing price
Net Assets
104.83M
VSMAX
Price
$120.96
Change
-$1.21 (-0.99%)
Updated
Sep 25 closing price
Net Assets
161.26B
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AZBCX vs VSMAX

Header iconAZBCX vs VSMAX Comparison
Open Charts AZBCX vs VSMAXBanner chart's image
Virtus Small-Cap C
Price$22.69
Change-$0.18 (-0.79%)
VolumeN/A
Net Assets104.83M
Vanguard Small Cap Index Admiral Shares
Price$120.96
Change-$1.21 (-0.99%)
VolumeN/A
Net Assets161.26B
AZBCX vs VSMAX Comparison Chart in %
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VS
AZBCX vs. VSMAX commentary
Sep 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 AZBCX is a Hold and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. AZBCX (105M). VSMAX pays higher dividends than AZBCX: VSMAX (1.31) vs AZBCX (0.00). AZBCX was incepted earlier than VSMAX: AZBCX (12 years) vs VSMAX (25 years). AZBCX (2.26) is less costly to investors than VSMAX (0.05). AZBCX is a more actively managed with annual turnover of: 69.00 vs. VSMAX (13.00). AZBCX has a lower initial minimum investment than VSMAX: AZBCX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.90 vs. AZBCX (0.48). VSMAX return over 5 years is better than : 71.77 vs. AZBCX (27.20).
AZBCXVSMAXAZBCX / VSMAX
Total Expense Ratio2.190.054,380%
Annual Report Gross Expense Ratio2.260.054,520%
Fund Existence12 years25 years-
Gain YTD9.0096.266144%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets105M161B0%
Annual Yield % from dividends0.001.31-
Returns for 1 year0.488.905%
Returns for 3 years36.0551.2870%
Returns for 5 years27.2071.7738%
Returns for 10 years38.61147.9326%
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