AZBIX vs VSCIX

Both AZBIX and VSCIX are mutual funds. AZBIX has a higher 5-year return than VSCIX (16.09% vs 15.71%). AZBIX has a higher expense ratio than VSCIX (0.82% vs 0.04%). Below is the comparison between AZBIX and VSCIX.

AZBIX VSCIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Virtus Vanguard
Net Assets $36.10M $21.35B
Expense Ratio 0.82% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.40% 1.20%
Minimum Investment $25,000.00 $5,000,000.00
YTD Return 18.85% 19.28%
1-Year Return 6.24% 5.53%
3-Year Return 15.20% 17.34%
5-Year Return 16.09% 15.71%
10-Year Return N/A 14.76%

AZBIX description

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets, plus borrowings made for investment purpose, in companies with smaller market capitalizations in U.S. companies. The Fund expects to invest principally in U.S. companies but may invest to a lesser extent in non-U.S. companies.

AZBIX performance & returns

YTD Return 18.85%
1-Month Return 3.54%
3-Month Return 6.24%
1-Year Return 6.24%
3-Year Return 15.20%
5-Year Return 16.09%
10-Year Return N/A
AZBIX expense ratio is 0.82%.

AZBIX holdings

Top 10 Holdings (11.63% of Total Assets)

Name Symbol % Assets
LHC Group Inc LHCG 1.46%
YETI Holdings Inc YETI 1.43%
Meritage Homes Corp MTH 1.36%
PennyMac Financial Services Inc Class A PFSI 1.16%
Catalent Inc CTLT 1.16%
Immunomedics Inc N/A 1.10%
Hibbett Sports Inc HIBB 1.03%
Repligen Corp RGEN 1.01%
Louisiana-Pacific Corp LPX 0.97%
Artisan Partners Asset Management Inc APAM 0.95%

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VSCIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

VSCIX performance & returns

YTD Return 19.28%
1-Month Return 4.01%
3-Month Return 5.53%
1-Year Return 5.53%
3-Year Return 17.34%
5-Year Return 15.71%
10-Year Return 14.76%
VSCIX expense ratio is 0.04%.

VSCIX holdings

Top 10 Holdings (3.87% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.46%
Horizon Therapeutics PLC HZNP 0.45%
Insulet Corp PODD 0.41%
Steris PLC STE 0.39%
Etsy Inc ETSY 0.38%
PerkinElmer Inc PKI 0.37%
IDEX Corp IEX 0.36%
Catalent Inc CTLT 0.36%
Zebra Technologies Corp ZBRA 0.35%
Teradyne Inc TER 0.34%

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