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AVDVX vs DISVX
AVDVX vs DISVX Comparison
Open Charts AVDVX vs DISVX
Avantis® International Small Cap Val Ins
Price$12.69
Change+$0.30 (+2.42%)
VolumeN/A
Net Assets403.1M
DFA International Small Cap Value I
Price$23.49
Change+$0.58 (+2.53%)
VolumeN/A
Net Assets11.1B
AVDVX vs DISVX Comparison Chart
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AVDVX vs. DISVX commentary
Apr 12, 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 DISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DISVX has more cash in the bank: 11.1B vs. AVDVX (403M). AVDVX pays higher dividends than DISVX: AVDVX (4.00) vs DISVX (3.40). AVDVX was incepted earlier than DISVX: AVDVX (5 years) vs DISVX (30 years). DISVX (0.43) is less costly to investors than AVDVX (0.36). AVDVX is a more actively managed with annual turnover of: 26.00 vs. DISVX (14.00). DISVX has a lower initial minimum investment than AVDVX: DISVX (0) vs AVDVX (5000000). DISVX annual gain was more profitable for investors over the last year : 8.92 vs. AVDVX (3.51). AVDVX (93.67) and DISVX (91.15) have equivalent 5 years return.
| AVDVX | DISVX | AVDVX / DISVX | |
| Total Expense Ratio | 0.36 | 0.43 | 84% |
| Annual Report Gross Expense Ratio | 0.36 | 0.43 | 84% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 1.308 | 7.247 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 11.1B | 4% |
| Annual Yield % from dividends | 4.00 | 3.40 | 118% |
| Returns for 1 year | 3.51 | 8.92 | 39% |
| Returns for 3 years | 20.36 | 24.20 | 84% |
| Returns for 5 years | 93.67 | 91.15 | 103% |
| Returns for 10 years | N/A | 32.57 | - |
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