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ASVRX vs AVUVX
ASVRX vs AVUVX Comparison
Open Charts ASVRX vs AVUVX
American Century Small Cap Value R
Price$8.84
Change-$0.78 (-8.11%)
VolumeN/A
Net Assets4.82B
Avantis® U.S. Small Cap Value Instl
Price$14.51
Change-$1.33 (-8.40%)
VolumeN/A
Net Assets1.02B
ASVRX vs AVUVX Comparison Chart
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ASVRX vs. AVUVX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASVRX is a Hold and AVUVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.82B vs. AVUVX (1.02B). AVUVX pays higher dividends than ASVRX: AVUVX (1.49) vs ASVRX (0.51). ASVRX was incepted earlier than AVUVX: ASVRX (15 years) vs AVUVX (5 years). ASVRX (1.59) is less costly to investors than AVUVX (0.25). ASVRX is a more actively managed with annual turnover of: 46.00 vs. AVUVX (21.00). ASVRX has a lower initial minimum investment than AVUVX: ASVRX (2500) vs AVUVX (5000000). AVUVX annual gain was more profitable for investors over the last year : -5.27 vs. ASVRX (-7.22). AVUVX return over 5 years is better than : 204.22 vs. ASVRX (107.97).
| ASVRX | AVUVX | ASVRX / AVUVX | |
| Total Expense Ratio | 1.59 | 0.25 | 636% |
| Annual Report Gross Expense Ratio | 1.59 | 0.25 | 636% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | -5.128 | -7.151 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 1.02B | 473% |
| Annual Yield % from dividends | 0.51 | 1.49 | 35% |
| Returns for 1 year | -7.22 | -5.27 | 137% |
| Returns for 3 years | -3.79 | 7.68 | -49% |
| Returns for 5 years | 107.97 | 204.22 | 53% |
| Returns for 10 years | 7.10 | N/A | - |
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