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AVUVX vs SSGSX
AVUVX vs SSGSX Comparison
Open Charts AVUVX vs SSGSX
Avantis® U.S. Small Cap Value Instl
Price$14.51
Change-$1.33 (-8.40%)
VolumeN/A
Net Assets1.02B
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
AVUVX vs SSGSX Comparison Chart
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AVUVX vs. SSGSX commentary
Apr 04, 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: 5.88B vs. AVUVX (1.02B). AVUVX pays higher dividends than SSGSX: AVUVX (1.49) vs SSGSX (0.52). AVUVX was incepted earlier than SSGSX: AVUVX (5 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 : -5.27 vs. SSGSX (-9.24). AVUVX return over 5 years is better than : 204.22 vs. SSGSX (51.13).
| AVUVX | SSGSX | AVUVX / SSGSX | |
| Total Expense Ratio | 0.25 | 1.26 | 20% |
| Annual Report Gross Expense Ratio | 0.25 | 1.26 | 20% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | -7.151 | -6.095 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 5.88B | 17% |
| Annual Yield % from dividends | 1.49 | 0.52 | 289% |
| Returns for 1 year | -5.27 | -9.24 | 57% |
| Returns for 3 years | 7.68 | -10.59 | -73% |
| Returns for 5 years | 204.22 | 51.13 | 399% |
| Returns for 10 years | N/A | 10.74 | - |
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