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AVUSX vs VSMPX
AVUSX vs VSMPX Comparison
Open Charts AVUSX vs VSMPX
Avantis® U.S. Equity Institutional
Price$19.40
Change-$0.33 (-1.67%)
VolumeN/A
Net Assets915.39M
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.34
Change-$4.68 (-1.65%)
VolumeN/A
Net Assets1.91T
AVUSX vs VSMPX Comparison Chart in %
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AVUSX vs. VSMPX commentary
Aug 03, 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 AVUSX is a StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. AVUSX (915M). AVUSX pays higher dividends than VSMPX: AVUSX (1.28) vs VSMPX (1.20). AVUSX was incepted earlier than VSMPX: AVUSX (6 years) vs VSMPX (10 years). AVUSX (0.15) is less costly to investors than VSMPX (0.02). AVUSX is a more actively managed with annual turnover of: 10.00 vs. VSMPX (2.00). AVUSX has a lower initial minimum investment than VSMPX: AVUSX (5000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.07 vs. AVUSX (12.49). AVUSX return over 5 years is better than : 100.60 vs. VSMPX (85.56).
| AVUSX | VSMPX | AVUSX / VSMPX | |
| Total Expense Ratio | 0.15 | 0.02 | 750% |
| Annual Report Gross Expense Ratio | 0.15 | 0.02 | 750% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 5.092 | 5.628 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 1.91T | 0% |
| Annual Yield % from dividends | 1.28 | 1.20 | 107% |
| Returns for 1 year | 12.49 | 14.07 | 89% |
| Returns for 3 years | 49.75 | 49.94 | 100% |
| Returns for 5 years | 100.60 | 85.56 | 118% |
| Returns for 10 years | N/A | 184.45 | - |
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