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AVUVX vs SSGSX
AVUVX vs SSGSX Comparison
Open Charts AVUVX vs SSGSX
Avantis® U.S. Small Cap Value Instl
Price$16.59
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets1.11B
Victory Sycamore Small Company Opp A
Price$44.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.37B
AVUVX vs SSGSX Comparison Chart in %
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AVUVX vs. SSGSX commentary
Aug 08, 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 StrongBuy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.37B vs. AVUVX (1.11B). AVUVX pays higher dividends than SSGSX: AVUVX (1.39) vs SSGSX (0.50). AVUVX was incepted earlier than SSGSX: AVUVX (6 years) vs SSGSX (26 years). SSGSX (1.26) is less costly to investors than AVUVX (0.25). SSGSX is a more actively managed with annual turnover of: 37.00 vs. AVUVX (21.00). SSGSX has a lower initial minimum investment than AVUVX: SSGSX (2500) vs AVUVX (5000000). AVUVX annual gain was more profitable for investors over the last year : 4.06 vs. SSGSX (-5.17). AVUVX return over 5 years is better than : 98.78 vs. SSGSX (14.10).
| AVUVX | SSGSX | AVUVX / SSGSX | |
| Total Expense Ratio | 0.25 | 1.26 | 20% |
| Annual Report Gross Expense Ratio | 0.25 | 1.26 | 20% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -2.345 | -4.932 | 48% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 5.37B | 21% |
| Annual Yield % from dividends | 1.39 | 0.50 | 278% |
| Returns for 1 year | 4.06 | -5.17 | -79% |
| Returns for 3 years | 19.38 | -7.99 | -243% |
| Returns for 5 years | 98.78 | 14.10 | 700% |
| Returns for 10 years | N/A | 12.22 | - |
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