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AZBIX vs VSMAX
AZBIX vs VSMAX Comparison
Open Charts AZBIX vs VSMAX
Virtus Small-Cap Institutional
Price$23.78
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets96.09M
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
AZBIX vs VSMAX Comparison Chart in %
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AZBIX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. AZBIX (96.1M). VSMAX pays higher dividends than AZBIX: VSMAX (1.37) vs AZBIX (0.65). 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 : 11.56 vs. AZBIX (0.92). VSMAX return over 5 years is better than : 55.27 vs. AZBIX (21.63).
| 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 | -0.419 | 0.656 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 154B | 0% |
| Annual Yield % from dividends | 0.65 | 1.37 | 48% |
| Returns for 1 year | 0.92 | 11.56 | 8% |
| Returns for 3 years | 13.39 | 24.25 | 55% |
| Returns for 5 years | 21.63 | 55.27 | 39% |
| Returns for 10 years | 33.17 | 111.53 | 30% |