DSCVX vs. AZBIX

Last updated Jun 5, 2026

DSCVX (BNY Mellon Opportunistic Small Cap Fund) and AZBIX (Virtus Small-Cap Fund) are both Small Cap Blend Equities funds. Their correlation of 0.91 suggests significant overlap in exposure. DSCVX charges 1.11%/yr vs 0.89%/yr for AZBIX.

Performance

DSCVX vs. AZBIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Opportunistic Small Cap Fund (DSCVX) and Virtus Small-Cap Fund (AZBIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DSCVX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AZBIX

• 1D: -0.86%
• 1M: 0.84%
• YTD: 17.18%
• 6M: 16.12%
• 1Y: 32.63%
• 3Y*: 17.89%
• 5Y*: 8.04%
• 10Y*: 11.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DSCVX vs. AZBIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DSCVX BNY Mellon Opportunistic Small Cap Fund	10.17%	10.21%	3.68%	9.01%	-17.55%	15.93%	18.98%	21.12%	-19.99%	24.42%
AZBIX Virtus Small-Cap Fund	17.18%	8.49%	19.06%	14.09%	-18.04%	18.92%	16.98%	24.13%	-9.25%	21.27%

Correlation

The correlation between DSCVX and AZBIX is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.69
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (5Y) Calculated over the trailing 5-year period	0.89
Correlation (10Y) Calculated over the trailing 10-year period	0.90
Correlation (All Time) Calculated using the full available price history since Jul 3, 2013	0.91

Over the past year, the correlation between DSCVX and AZBIX has dropped to 0.69 - well below their long-term average of 0.91, suggesting their price drivers have been diverging.

Return for Risk

DSCVX vs. AZBIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AZBIX

AZBIX Risk / Return Rank: 54
AZBIX Sharpe Ratio Rank: 45
AZBIX Sortino Ratio Rank: 45
AZBIX Omega Ratio Rank: 40
AZBIX Calmar Ratio Rank: 78
AZBIX Martin Ratio Rank: 62

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DSCVX vs. AZBIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Opportunistic Small Cap Fund (DSCVX) and Virtus Small-Cap Fund (AZBIX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	DSCVX	AZBIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.94	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.39	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.55	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.54	—

Drawdowns

Drawdown Indicators

	DSCVX	AZBIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-40.80%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.33%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-29.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-29.85%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.80%	—
Current Drawdown Current decline from peak	—	-0.86%	—
Average Drawdown Average peak-to-trough decline	—	-7.71%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.66%	—

Volatility

Volatility by Period

	DSCVX	AZBIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.05%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.17%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	16.72%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	20.50%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.36%	—

DSCVX vs. AZBIX - Expense Ratio Comparison

DSCVX has a 1.11% expense ratio, which is higher than AZBIX's 0.89% expense ratio.

Dividends

DSCVX vs. AZBIX - Dividend Comparison

DSCVX's dividend yield for the trailing twelve months is around 4.19%, which matches AZBIX's 4.18% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AZBIX Virtus Small-Cap Fund	4.18%	4.90%	10.82%	2.31%	4.78%	13.82%	0.45%	0.38%	9.62%	13.80%	0.03%	3.59%
DSCVX BNY Mellon Opportunistic Small Cap Fund	4.19%	1.48%	0.50%	1.36%	4.05%	9.75%	0.20%	0.16%	29.45%	12.41%	0.41%	4.10%

Frequently Asked Questions

Can I hold both DSCVX and AZBIX in my portfolio?

DSCVX and AZBIX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.