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AZBIX vs VSCIX
AZBIX vs VSCIX Comparison
Open Charts AZBIX vs VSCIX
Virtus Small-Cap Institutional
Price$23.24
Change-$0.65 (-2.72%)
VolumeN/A
Net Assets99.18M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
AZBIX vs VSCIX Comparison Chart
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AZBIX vs. VSCIX commentary
Feb 23, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. AZBIX (99.2M). VSCIX pays higher dividends than AZBIX: VSCIX (1.43) vs AZBIX (0.46). AZBIX was incepted earlier than VSCIX: AZBIX (12 years) vs VSCIX (28 years). AZBIX is a more actively managed with annual turnover of: 82.00 vs. VSCIX (12.00). AZBIX has a lower initial minimum investment than VSCIX: AZBIX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 14.26 vs. AZBIX (9.99). VSCIX return over 5 years is better than : 48.39 vs. AZBIX (15.13).
| AZBIX | VSCIX | AZBIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 1.384 | 2.397 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.2M | 161B | 0% |
| Annual Yield % from dividends | 0.46 | 1.43 | 32% |
| Returns for 1 year | 9.99 | 14.26 | 70% |
| Returns for 3 years | 6.75 | 22.08 | 31% |
| Returns for 5 years | 15.13 | 48.39 | 31% |
| Returns for 10 years | 39.46 | 111.39 | 35% |
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