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AZBIX vs VSMAX
AZBIX vs VSMAX Comparison
Open Charts AZBIX vs VSMAX
Virtus Small-Cap Institutional
Price$24.48
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets96.61M
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
AZBIX vs VSMAX Comparison Chart in %
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AZBIX vs. VSMAX commentary
Nov 20, 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: 162B vs. AZBIX (96.6M). VSMAX pays higher dividends than AZBIX: VSMAX (1.34) vs AZBIX (0.61). AZBIX was incepted earlier than VSMAX: AZBIX (12 years) vs VSMAX (25 years). AZBIX (0.99) is less costly to investors than VSMAX (0.05). AZBIX is a more actively managed with annual turnover of: 95.00 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 : -0.84 vs. AZBIX (-8.70). VSMAX return over 5 years is better than : 39.47 vs. AZBIX (11.52).
| AZBIX | VSMAX | AZBIX / VSMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 2.642 | 2.440 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6M | 162B | 0% |
| Annual Yield % from dividends | 0.61 | 1.34 | 45% |
| Returns for 1 year | -8.70 | -0.84 | 1,041% |
| Returns for 3 years | 16.60 | 30.09 | 55% |
| Returns for 5 years | 11.52 | 39.47 | 29% |
| Returns for 10 years | 41.98 | 122.69 | 34% |
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