AZSYX vs VSCIX

Both AZSYX and VSCIX are mutual funds. AZSYX has a lower 5-year return than VSCIX (10.42% vs 13.41%). AZSYX has a higher expense ratio than VSCIX (0.99% vs 0.04%). Below is the comparison between AZSYX and VSCIX.

AZSYX VSCIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family American Beacon Vanguard
Net Assets $42.40M $22.24B
Expense Ratio 0.99% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.71% 1.14%
Minimum Investment $100,000.00 $5,000,000.00
YTD Return 22.30% 16.38%
1-Year Return 1.75% 1.32%
3-Year Return 13.79% 16.99%
5-Year Return 10.42% 13.41%
10-Year Return 13.79% 15.15%

AZSYX description

The Fund seeks long term capital appreciation. Ordinarily, at least 80% of the Fund's net assets are invested in equity securities of small market capitalization U.S. and foreign companies. These companies have market capitalizations similar to the market capitalizations of the companies in the Russell 2000 Index.

AZSYX performance & returns

YTD Return 22.30%
1-Month Return -0.38%
3-Month Return 1.75%
1-Year Return 1.75%
3-Year Return 13.79%
5-Year Return 10.42%
10-Year Return 13.79%
AZSYX expense ratio is 0.99%.

AZSYX holdings

Top 10 Holdings (15.86% of Total Assets)

Name Symbol % Assets
Quidel Corp QDEL 2.77%
Meridian Bioscience Inc VIVO 2.11%
National General Holdings Corp NGHC 1.77%
Cohen & Steers Inc CNS 1.65%
E-Mini Russ 2000 Sep20 Xcme 20200918 N/A 1.47%
LHC Group Inc LHCG 1.39%
U.S. Government Money Market S N/A 1.34%
UFP Industries Inc UFPI 1.13%
Diodes Inc DIOD 1.13%
Getty Realty Corp GTY 1.10%

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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 16.38%
1-Month Return -2.37%
3-Month Return 1.32%
1-Year Return 1.32%
3-Year Return 16.99%
5-Year Return 13.41%
10-Year Return 15.15%
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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