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AVUVX vs VISVX
AVUVX vs VISVX Comparison
Open Charts AVUVX vs VISVX
Avantis® U.S. Small Cap Value Instl
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$50.34
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets59.14B
AVUVX vs VISVX Comparison Chart in %
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AVUVX vs. VISVX commentary
Oct 09, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. AVUVX (1.22B). VISVX pays higher dividends than AVUVX: VISVX (1.88) vs AVUVX (1.28). AVUVX was incepted earlier than VISVX: AVUVX (6 years) vs VISVX (27 years). AVUVX (0.25) is less costly to investors than VISVX (0.19). AVUVX is a more actively managed with annual turnover of: 21.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AVUVX: VISVX (3000) vs AVUVX (5000000). VISVX annual gain was more profitable for investors over the last year : 6.07 vs. AVUVX (4.98). AVUVX return over 5 years is better than : 102.04 vs. VISVX (78.02).
| AVUVX | VISVX | AVUVX / VISVX | |
| Total Expense Ratio | 0.25 | 0.19 | 132% |
| Annual Report Gross Expense Ratio | 0.25 | 0.19 | 132% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 5.803 | 5.707 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 59.1B | 2% |
| Annual Yield % from dividends | 1.28 | 1.88 | 68% |
| Returns for 1 year | 4.98 | 6.07 | 82% |
| Returns for 3 years | 40.69 | 43.26 | 94% |
| Returns for 5 years | 102.04 | 78.02 | 131% |
| Returns for 10 years | N/A | 111.90 | - |
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