Virtus Small-Cap Fund (AZBIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AZBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AZBIX
AZBIX charges 0.89% annually. There are 65 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | AZBIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | AZBIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | AZBIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | AZBIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | AZBIX vs TISBX |
Best Risk-Adjusted Alternatives to AZBIX
AZBIX has a PortfoliosLab risk / return rank of 74. There are 45 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | AZBIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | AZBIX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | AZBIX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | AZBIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | AZBIX vs RYOTX |
Top Performing AZBIX Alternatives (YTD)
AZBIX is at 21.60% YTD. There are 56 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | AZBIX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | AZBIX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | AZBIX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | AZBIX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | AZBIX vs HASCX |
Lowest Volatility Alternatives to AZBIX
AZBIX has 17.32% 1-year volatility. There are 40 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | AZBIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | AZBIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | AZBIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | AZBIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | AZBIX vs BOSOX |
Lowest Drawdown Alternatives to AZBIX
AZBIX has a 1-year max drawdown of -9.33%. There are 46 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | AZBIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | AZBIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | AZBIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | AZBIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | AZBIX vs SSCDX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 53 | 26.58% | — | Dec 1995 | AZBIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 92 | 22.00% | — | Apr 1993 | AZBIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 73 | 10.20% | — | Feb 2007 | AZBIX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 19 | 14.57% | — | Nov 1979 | AZBIX vs DRMCX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 15 | 1.15% | — | Feb 1984 | AZBIX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 84 | 14.99% | — | Dec 1997 | AZBIX vs ALOIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 45 | 13.47% | — | May 2000 | AZBIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 76 | 1.53% | — | Oct 2011 | AZBIX vs ASHIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 5 | -8.49% | — | Feb 2002 | AZBIX vs RAGHX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 78 | 28.24% | — | Dec 2012 | AZBIX vs AZMIX |
Often Compared With AZBIX
Investors most often compare AZBIX with FSCEX, LSSCX, SAGWX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AZBIX with Any Fund or Stock
Compare AZBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AZBIX with funds that move differently
Virtus Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AZBIX.
Explore AZBIX Diversifiers