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AZBIX vs VSCIX
AZBIX vs VSCIX Comparison
Open Charts AZBIX vs VSCIX
Virtus Small-Cap Institutional
Price$20.99
Change-$1.11 (-5.02%)
VolumeN/A
Net Assets89.99M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
AZBIX vs VSCIX Comparison Chart
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AZBIX vs. VSCIX commentary
Apr 04, 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. AZBIX (90M). VSCIX pays higher dividends than AZBIX: VSCIX (1.53) vs AZBIX (0.70). AZBIX was incepted earlier than VSCIX: AZBIX (12 years) vs VSCIX (28 years). AZBIX (1.27) is less costly to investors than VSCIX (0.04). AZBIX is a more actively managed with annual turnover of: 69.00 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 : 1.20 vs. AZBIX (-5.19). VSCIX return over 5 years is better than : 115.95 vs. AZBIX (61.82).
| AZBIX | VSCIX | AZBIX / VSCIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -8.386 | -5.824 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90M | 153B | 0% |
| Annual Yield % from dividends | 0.70 | 1.53 | 46% |
| Returns for 1 year | -5.19 | 1.20 | -434% |
| Returns for 3 years | -5.10 | 6.53 | -78% |
| Returns for 5 years | 61.82 | 115.95 | 53% |
| Returns for 10 years | 22.52 | 91.16 | 25% |
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