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AZBIX vs VSMAX
AZBIX vs VSMAX Comparison
Open Charts AZBIX vs VSMAX
Virtus Small-Cap Institutional
Price$25.91
Change-$0.39 (-1.48%)
VolumeN/A
Net Assets104.53M
Vanguard Small Cap Index Admiral Shares
Price$122.50
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
AZBIX vs VSMAX Comparison Chart in %
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AZBIX vs. VSMAX commentary
Oct 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. AZBIX (105M). VSMAX pays higher dividends than AZBIX: VSMAX (1.34) vs AZBIX (0.59). AZBIX was incepted earlier than VSMAX: AZBIX (12 years) vs VSMAX (25 years). AZBIX (1.27) is less costly to investors than VSMAX (0.05). AZBIX is a more actively managed with annual turnover of: 69.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than AZBIX: VSMAX (3000) vs AZBIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 10.45 vs. AZBIX (3.29). VSMAX return over 5 years is better than : 59.14 vs. AZBIX (27.48).
| AZBIX | VSMAX | AZBIX / VSMAX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 10.273 | 7.706 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 162B | 0% |
| Annual Yield % from dividends | 0.59 | 1.34 | 44% |
| Returns for 1 year | 3.29 | 10.45 | 32% |
| Returns for 3 years | 38.47 | 48.67 | 79% |
| Returns for 5 years | 27.48 | 59.14 | 46% |
| Returns for 10 years | 53.41 | 134.44 | 40% |
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