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AZBIX vs VSCIX
AZBIX vs VSCIX Comparison
Open Charts AZBIX vs VSCIX
Virtus Small-Cap Institutional
Price$23.32
Change-$0.30 (-1.27%)
VolumeN/A
Net Assets95.67M
Vanguard Small Cap Index I
Price$114.57
Change-$1.97 (-1.69%)
VolumeN/A
Net Assets153.28B
AZBIX vs VSCIX Comparison Chart in %
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AZBIX vs. VSCIX commentary
Jul 16, 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 Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. AZBIX (95.7M). VSCIX pays higher dividends than AZBIX: VSCIX (1.41) vs AZBIX (0.66). 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 (13.00). 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 : 7.02 vs. AZBIX (-2.23). VSCIX return over 5 years is better than : 65.73 vs. AZBIX (31.00).
| 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 | -0.964 | 1.379 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 153B | 0% |
| Annual Yield % from dividends | 0.66 | 1.41 | 47% |
| Returns for 1 year | -2.23 | 7.02 | -32% |
| Returns for 3 years | 21.27 | 37.27 | 57% |
| Returns for 5 years | 31.00 | 65.73 | 47% |
| Returns for 10 years | 28.99 | 107.01 | 27% |
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