DGSCX vs. AZNIX
DGSCX (Virtus Global Small-Cap Fund) and AZNIX (Virtus Income & Growth Fund) are both mutual funds - DGSCX is a Global Equities fund managed by Allianz, while AZNIX is a Diversified Portfolio fund managed by Allianz. Over the past 10 years, DGSCX returned 7.55%/yr vs 8.87%/yr for AZNIX. Their correlation of 0.86 means they have usually moved in the same direction. DGSCX charges 1.28%/yr vs 0.92%/yr for AZNIX.
Performance
DGSCX vs. AZNIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DGSCX achieves a 5.97% return, which is significantly lower than AZNIX's 6.76% return. Over the past 10 years, DGSCX has underperformed AZNIX with an annualized return of 7.55%, while AZNIX has yielded a comparatively higher 8.87% annualized return.
DGSCX
- 1D
- -0.23%
- 1M
- 0.00%
- 6M
- 0.84%
- YTD
- 5.97%
- 1Y
- -0.62%
- 3Y*
- 7.12%
- 5Y*
- 1.58%
- 10Y*
- 7.55%
- ALL TIME*
- 8.15%
AZNIX
- 1D
- 0.08%
- 1M
- -1.31%
- 6M
- 4.46%
- YTD
- 6.76%
- 1Y
- 13.35%
- 3Y*
- 11.62%
- 5Y*
- 5.68%
- 10Y*
- 8.87%
- ALL TIME*
- 7.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DGSCX vs. AZNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGSCX Virtus Global Small-Cap Fund | 5.97% | -0.96% | 9.71% | 24.03% | -24.11% | 11.23% | 29.79% | 23.02% | -16.82% | 26.86% |
AZNIX Virtus Income & Growth Fund | 6.76% | 11.97% | 11.24% | 18.99% | -19.58% | 11.81% | 23.37% | 20.81% | -5.56% | 13.05% |
Correlation
The correlation between DGSCX and AZNIX is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2007 | 0.86 |
Over the past year, the correlation between DGSCX and AZNIX has dropped to 0.44 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DGSCX vs. AZNIX — Risk / Return Rank
DGSCX
AZNIX
DGSCX vs. AZNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Global Small-Cap Fund (DGSCX) and Virtus Income & Growth Fund (AZNIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGSCX | AZNIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.88 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.22 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 2.01 | -2.11 |
| Martin ratioReturn relative to average drawdown | -0.22 | 8.05 | -8.26 |
Loading charts...
Drawdowns
DGSCX vs. AZNIX - Drawdown Comparison
The maximum DGSCX drawdown since its inception was -68.18%, which is greater than AZNIX's maximum drawdown of -45.11%. Use the drawdown chart below to compare losses from any high point for DGSCX and AZNIX.
Loading charts...
Drawdown Indicators
| DGSCX | AZNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.18% | -45.11% | -23.07% |
Max Drawdown (1Y)Largest decline over 1 year | -16.85% | -6.16% | -10.69% |
Max Drawdown (3Y)Largest decline over 3 years | -18.04% | -10.59% | -7.45% |
Max Drawdown (5Y)Largest decline over 5 years | -37.49% | -23.92% | -13.57% |
Max Drawdown (10Y)Largest decline over 10 years | -40.29% | -26.24% | -14.05% |
Current DrawdownCurrent decline from peak | -5.45% | -3.32% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -19.61% | -5.87% | -13.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.93% | 1.54% | +6.39% |
Volatility
DGSCX vs. AZNIX - Volatility Comparison
The current volatility for Virtus Global Small-Cap Fund (DGSCX) is 2.94%, while Virtus Income & Growth Fund (AZNIX) has a volatility of 3.27%. This indicates that DGSCX experiences smaller price fluctuations and is considered to be less risky than AZNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DGSCX | AZNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 3.27% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.86% | 8.41% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.53% | 9.94% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 10.92% | +6.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 11.45% | +7.68% |
DGSCX vs. AZNIX - Expense Ratio Comparison
DGSCX has a 1.28% expense ratio, which is higher than AZNIX's 0.92% expense ratio.
Dividends
DGSCX vs. AZNIX - Dividend Comparison
DGSCX's dividend yield for the trailing twelve months is around 4.35%, less than AZNIX's 6.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZNIX Virtus Income & Growth Fund | 6.82% | 7.00% | 7.29% | 7.49% | 8.26% | 6.21% | 6.59% | 8.18% | 7.22% | 7.82% | 8.94% | 9.33% |
DGSCX Virtus Global Small-Cap Fund | 4.35% | 4.61% | 14.50% | 0.84% | 2.64% | 30.56% | 4.16% | 7.03% | 21.96% | 7.99% | 0.00% | 0.00% |
Frequently Asked Questions
DGSCX and AZNIX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AZNIX has higher volatility (3.27%) compared to DGSCX (2.94%). In terms of maximum drawdown, DGSCX dropped -68.18% vs AZNIX's -45.11%.
AZNIX currently has the higher Sharpe Ratio (1.24 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DGSCX and AZNIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer