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AVUVX vs DFSVX
AVUVX vs DFSVX Comparison
Open Charts AVUVX vs DFSVX
Avantis® U.S. Small Cap Value Instl
Price$18.15
Change+$0.46 (+2.60%)
VolumeN/A
Net Assets1.19B
DFA US Small Cap Value I
Price$50.91
Change+$1.21 (+2.43%)
VolumeN/A
Net Assets16.36B
AVUVX vs DFSVX Comparison Chart in %
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AVUVX vs. DFSVX commentary
Nov 27, 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 AVUVX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.4B vs. AVUVX (1.19B). DFSVX pays higher dividends than AVUVX: DFSVX (1.69) vs AVUVX (1.31). AVUVX was incepted earlier than DFSVX: AVUVX (6 years) vs DFSVX (33 years). DFSVX (0.31) is less costly to investors than AVUVX (0.25). AVUVX is a more actively managed with annual turnover of: 21.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AVUVX: DFSVX (0) vs AVUVX (5000000). DFSVX annual gain was more profitable for investors over the last year : -2.99 vs. AVUVX (-8.05). AVUVX return over 5 years is better than : 69.88 vs. DFSVX (62.07).
| AVUVX | DFSVX | AVUVX / DFSVX | |
| Total Expense Ratio | 0.25 | 0.31 | 81% |
| Annual Report Gross Expense Ratio | 0.25 | 0.31 | 81% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 3.693 | 6.383 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 16.4B | 7% |
| Annual Yield % from dividends | 1.31 | 1.69 | 77% |
| Returns for 1 year | -8.05 | -2.99 | 269% |
| Returns for 3 years | 19.87 | 21.39 | 93% |
| Returns for 5 years | 69.88 | 62.07 | 113% |
| Returns for 10 years | N/A | 58.13 | - |
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