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AVUVX vs SSGSX
AVUVX vs SSGSX Comparison
Open Charts AVUVX vs SSGSX
Avantis® U.S. Small Cap Value Instl
Price$16.04
Change+$0.26 (+1.65%)
VolumeN/A
Net Assets1.09B
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
AVUVX vs SSGSX Comparison Chart
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AVUVX vs. SSGSX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.55B vs. AVUVX (1.09B). AVUVX pays higher dividends than SSGSX: AVUVX (1.47) vs SSGSX (0.52). 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 : -3.46 vs. SSGSX (-9.66). AVUVX return over 5 years is better than : 85.58 vs. SSGSX (8.79).
| 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 | -7.503 | -8.594 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 5.55B | 20% |
| Annual Yield % from dividends | 1.47 | 0.52 | 281% |
| Returns for 1 year | -3.46 | -9.66 | 36% |
| Returns for 3 years | 5.56 | -12.89 | -43% |
| Returns for 5 years | 85.58 | 8.79 | 973% |
| Returns for 10 years | N/A | 8.65 | - |
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