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 67 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 | 0.03% | 188.20B | Jul 1997 | AZBIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | 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 77. There are 61 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | AZBIX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | AZBIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | AZBIX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | AZBIX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | AZBIX vs RIVSX |
Top Performing AZBIX Alternatives (YTD)
AZBIX is at 19.04% YTD. There are 77 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | AZBIX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | AZBIX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | AZBIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | AZBIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | AZBIX vs WESCX |
Lowest Volatility Alternatives to AZBIX
AZBIX has 17.44% 1-year volatility. There are 61 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | AZBIX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | AZBIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | AZBIX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | AZBIX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | AZBIX vs FTHNX |
Lowest Drawdown Alternatives to AZBIX
AZBIX has a 1-year max drawdown of -9.33%. There are 45 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% | 3.10B | Apr 2006 | AZBIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | AZBIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | AZBIX vs BIAUX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, PGWCX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 34 | 20.14% | — | Dec 1995 | AZBIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 73 | 13.57% | — | Apr 1993 | AZBIX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 8 | -0.24% | — | Feb 1984 | AZBIX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 43 | 6.76% | — | Feb 2007 | AZBIX vs AZNIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 89 | 14.68% | — | Dec 1997 | AZBIX vs ALOIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 12 | 9.88% | — | Nov 1979 | AZBIX vs DRMCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 75 | 18.95% | — | May 2000 | AZBIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 74 | 1.52% | — | Oct 2011 | AZBIX vs ASHIX | |
| Virtus Global Allocation Fund | Global Allocation | 77 | 8.46% | — | Sep 1998 | AZBIX vs PALAX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Equities | 44 | 15.92% | — | Dec 2012 | AZBIX vs AZMIX |
Often Compared With AZBIX
Investors most often compare AZBIX with FSCEX, LSSCX, SSLCX. 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