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AVUSX vs VTSMX
AVUSX vs VTSMX Comparison
Open Charts AVUSX vs VTSMX
Avantis® U.S. Equity Institutional
Price$20.18
Change-$0.09 (-0.44%)
VolumeN/A
Net Assets949.79M
Vanguard Total Stock Mkt Idx I
Price$154.09
Change-$0.73 (-0.47%)
VolumeN/A
Net Assets1.91T
AVUSX vs VTSMX Comparison Chart in %
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AVUSX vs. VTSMX commentary
Aug 26, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AVUSX (950M). AVUSX pays higher dividends than VTSMX: AVUSX (1.28) vs VTSMX (1.09). AVUSX was incepted earlier than VTSMX: AVUSX (6 years) vs VTSMX (33 years). AVUSX (0.15) is less costly to investors than VTSMX (0.14). AVUSX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AVUSX: VTSMX (3000) vs AVUSX (5000000). VTSMX (14.67) and AVUSX (14.46) have marching annual gain over last year. AVUSX return over 5 years is better than : 97.06 vs. VTSMX (81.40).
| AVUSX | VTSMX | AVUSX / VTSMX | |
| Total Expense Ratio | 0.15 | 0.14 | 107% |
| Annual Report Gross Expense Ratio | 0.15 | 0.14 | 107% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 9.805 | 9.848 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 1.91T | 0% |
| Annual Yield % from dividends | 1.28 | 1.09 | 117% |
| Returns for 1 year | 14.46 | 14.67 | 99% |
| Returns for 3 years | 55.42 | 56.62 | 98% |
| Returns for 5 years | 97.06 | 81.40 | 119% |
| Returns for 10 years | N/A | 220.16 | - |
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