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AZBIX vs VSCPX
AZBIX vs VSCPX Comparison
Open Charts AZBIX vs VSCPX
Virtus Small-Cap Institutional
Price$23.78
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets96.09M
Vanguard Small Cap Index InstlPlus
Price$333.02
Change-$0.98 (-0.29%)
VolumeN/A
Net Assets154.18B
AZBIX vs VSCPX Comparison Chart in %
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AZBIX vs. VSCPX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. AZBIX (96.1M). VSCPX pays higher dividends than AZBIX: VSCPX (1.39) vs AZBIX (0.65). 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 : 11.56 vs. AZBIX (0.92). VSCPX return over 5 years is better than : 55.30 vs. AZBIX (21.63).
| 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 | -0.419 | 0.662 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 154B | 0% |
| Annual Yield % from dividends | 0.65 | 1.39 | 47% |
| Returns for 1 year | 0.92 | 11.56 | 8% |
| Returns for 3 years | 13.39 | 24.26 | 55% |
| Returns for 5 years | 21.63 | 55.30 | 39% |
| Returns for 10 years | 33.17 | 111.61 | 30% |
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