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AZBIX vs VSCPX
AZBIX vs VSCPX Comparison
Open Charts AZBIX vs VSCPX
Virtus Small-Cap Institutional
Price$23.32
Change-$0.30 (-1.27%)
VolumeN/A
Net Assets95.67M
Vanguard Small Cap Index InstlPlus
Price$330.70
Change-$5.69 (-1.69%)
VolumeN/A
Net Assets153.28B
AZBIX vs VSCPX Comparison Chart in %
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AZBIX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. AZBIX (95.7M). VSCPX pays higher dividends than AZBIX: VSCPX (1.42) vs AZBIX (0.66). AZBIX was incepted earlier than VSCPX: AZBIX (12 years) vs VSCPX (15 years). AZBIX (1.27) is less costly to investors than VSCPX (0.03). AZBIX is a more actively managed with annual turnover of: 69.00 vs. VSCPX (13.00). AZBIX has a lower initial minimum investment than VSCPX: AZBIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 7.02 vs. AZBIX (-2.23). VSCPX return over 5 years is better than : 65.76 vs. AZBIX (31.00).
| AZBIX | VSCPX | AZBIX / VSCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.27 | 0.03 | 4,233% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | -0.964 | 1.383 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.7M | 153B | 0% |
| Annual Yield % from dividends | 0.66 | 1.42 | 47% |
| Returns for 1 year | -2.23 | 7.02 | -32% |
| Returns for 3 years | 21.27 | 37.29 | 57% |
| Returns for 5 years | 31.00 | 65.76 | 47% |
| Returns for 10 years | 28.99 | 107.07 | 27% |
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