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AZBIX vs VSCIX
AZBIX vs VSCIX Comparison
Open Charts AZBIX vs VSCIX
Virtus Small-Cap Institutional
Price$23.04
Change+$0.20 (+0.88%)
VolumeN/A
Net Assets92.76M
Vanguard Small Cap Index I
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
AZBIX vs VSCIX Comparison Chart
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AZBIX vs. VSCIX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. AZBIX (92.8M). VSCIX pays higher dividends than AZBIX: VSCIX (1.49) vs AZBIX (0.68). 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 : 5.16 vs. AZBIX (-1.74). VSCIX return over 5 years is better than : 52.41 vs. AZBIX (26.40).
| 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 | -4.235 | -4.051 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 148B | 0% |
| Annual Yield % from dividends | 0.68 | 1.49 | 46% |
| Returns for 1 year | -1.74 | 5.16 | -34% |
| Returns for 3 years | 4.80 | 16.72 | 29% |
| Returns for 5 years | 26.40 | 52.41 | 50% |
| Returns for 10 years | 28.07 | 96.66 | 29% |
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