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ASVRX vs AVUVX
ASVRX vs AVUVX Comparison
Open Charts ASVRX vs AVUVX
American Century Small Cap Value R
Price$10.52
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets5.39B
Avantis® U.S. Small Cap Value Instl
Price$17.74
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.04B
ASVRX vs AVUVX Comparison Chart
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ASVRX vs. AVUVX commentary
Jan 25, 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: 5.39B vs. AVUVX (1.04B). AVUVX pays higher dividends than ASVRX: AVUVX (1.49) vs ASVRX (0.47). ASVRX was incepted earlier than AVUVX: ASVRX (15 years) vs AVUVX (5 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. AVUVX (22.00). 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 : 12.84 vs. ASVRX (7.61). AVUVX return over 5 years is better than : 88.85 vs. ASVRX (39.18).
| ASVRX | AVUVX | ASVRX / AVUVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.748 | 3.869 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 1.04B | 517% |
| Annual Yield % from dividends | 0.47 | 1.49 | 32% |
| Returns for 1 year | 7.61 | 12.84 | 59% |
| Returns for 3 years | 4.21 | 24.33 | 17% |
| Returns for 5 years | 39.18 | 88.85 | 44% |
| Returns for 10 years | 22.60 | N/A | - |
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