Virtus Small-Cap Fund (AZBIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AZBIX
AZBIX charges 0.89% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among AZBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | AZBIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | AZBIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | AZBIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | AZBIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | AZBIX vs VSMAX |
Best Risk-Adjusted Alternatives to AZBIX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 92 | Dec 28, 2007 | AZBIX vs AUERX | |
| DFA International Small Company Portfolio | 89 | Sep 30, 1996 | AZBIX vs DFISX | |
| Royce Micro Cap Series Fund | 86 | Dec 31, 1991 | AZBIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 85 | Apr 15, 1997 | AZBIX vs WESCX | |
| Fidelity Series Small Cap Opportunities Fund | 81 | Mar 22, 2007 | AZBIX vs FSOPX |
Top Performing AZBIX Alternatives (YTD)
AZBIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 11.47% | Dec 14, 2001 | AZBIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 9.67% | Apr 15, 1997 | AZBIX vs WESCX | |
| Royce Micro Cap Series Fund | 9.23% | Dec 31, 1991 | AZBIX vs RYOTX | |
| River Oak Discovery Fund | 7.17% | Jun 30, 2005 | AZBIX vs RIVSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 6.91% | Nov 12, 2014 | AZBIX vs TNVIX |
Lowest Volatility Alternatives to AZBIX
AZBIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.63% | Sep 30, 1996 | AZBIX vs DFISX | |
| DWS Small Cap Core Fund | 17.61% | Jul 14, 2000 | AZBIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.58% | Nov 1, 1996 | AZBIX vs HFCGX | |
| Boston Trust Small Cap Fund | 19.02% | — | AZBIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.41% | Feb 27, 2017 | AZBIX vs CSMDX |
Lowest Drawdown Alternatives to AZBIX
AZBIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | AZBIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | AZBIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | AZBIX vs CAMSX | |
| Boston Trust Small Cap Fund | -11.89% | — | AZBIX vs BOSOX | |
| DFA International Small Company Portfolio | -11.96% | Sep 30, 1996 | AZBIX vs DFISX |
Other Mutual Funds from Allianz
Most popular Allianz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 55 | -10.77% | Dec 26, 1995 | AZBIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 93 | 2.37% | Apr 18, 1993 | AZBIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 69 | -1.62% | Feb 27, 2007 | AZBIX vs AZNIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 15 | -0.11% | May 8, 2000 | AZBIX vs ANVIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 47 | -4.36% | Nov 6, 1979 | AZBIX vs DRMCX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 35 | -10.48% | Feb 24, 1984 | AZBIX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 96 | 6.02% | Dec 30, 1997 | AZBIX vs ALOIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 87 | -0.51% | Oct 3, 2011 | AZBIX vs ASHIX | |
| Virtus NFJ Dividend Value Fund | Large Cap Value Equities | 29 | 3.76% | May 8, 2000 | AZBIX vs NFJEX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 74 | 1.85% | Dec 17, 2012 | AZBIX vs AZMIX |
Often Compared With AZBIX
What investors most often compare with AZBIX, 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.