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AVDVX vs CVISX
AVDVX vs CVISX Comparison
Open Charts AVDVX vs CVISX
Avantis® International Small Cap Val Ins
Price$12.37
Change+$0.61 (+5.19%)
VolumeN/A
Net Assets383.18M
Causeway International Small Cap I
Price$12.98
Change+$0.43 (+3.43%)
VolumeN/A
Net Assets227.27M
AVDVX vs CVISX Comparison Chart
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AVDVX vs. CVISX commentary
Apr 11, 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 AVDVX is a Hold and CVISX is a Hold.
FUNDAMENTALS
Fundamentals
AVDVX has more cash in the bank: 383M vs. CVISX (227M). CVISX pays higher dividends than AVDVX: CVISX (4.86) vs AVDVX (4.00). AVDVX was incepted earlier than CVISX: AVDVX (5 years) vs CVISX (10 years). CVISX (1.44) is less costly to investors than AVDVX (0.36). CVISX is a more actively managed with annual turnover of: 113.00 vs. AVDVX (26.00). CVISX has a lower initial minimum investment than AVDVX: CVISX (5000) vs AVDVX (5000000). AVDVX annual gain was more profitable for investors over the last year : -2.46 vs. CVISX (-10.17). CVISX (85.19) and AVDVX (83.83) have equivalent 5 years return.
| AVDVX | CVISX | AVDVX / CVISX | |
| Total Expense Ratio | 0.36 | 1.35 | 27% |
| Annual Report Gross Expense Ratio | 0.36 | 1.44 | 25% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | -3.843 | -6.968 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 227M | 169% |
| Annual Yield % from dividends | 4.00 | 4.86 | 82% |
| Returns for 1 year | -2.46 | -10.17 | 24% |
| Returns for 3 years | 13.06 | 9.67 | 135% |
| Returns for 5 years | 83.83 | 85.19 | 98% |
| Returns for 10 years | N/A | 58.74 | - |