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AVUVX vs VSCAX
AVUVX vs VSCAX Comparison
Open Charts AVUVX vs VSCAX
Avantis® U.S. Small Cap Value Instl
Price$16.07
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets1.14B
Invesco Small Cap Value A
Price$23.03
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets6.54B
AVUVX vs VSCAX Comparison Chart in %
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AVUVX vs. VSCAX commentary
Jun 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 StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.54B vs. AVUVX (1.14B). AVUVX pays higher dividends than VSCAX: AVUVX (1.47) vs VSCAX (0.37). AVUVX was incepted earlier than VSCAX: AVUVX (6 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than AVUVX (0.25). VSCAX is a more actively managed with annual turnover of: 40.00 vs. AVUVX (21.00). VSCAX has a lower initial minimum investment than AVUVX: VSCAX (1000) vs AVUVX (5000000). VSCAX annual gain was more profitable for investors over the last year : 1.79 vs. AVUVX (0.94). VSCAX return over 5 years is better than : 131.31 vs. AVUVX (124.36).
| AVUVX | VSCAX | AVUVX / VSCAX | |
| Total Expense Ratio | 0.25 | 1.12 | 22% |
| Annual Report Gross Expense Ratio | 0.25 | 1.12 | 22% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -4.924 | -1.744 | 282% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 6.54B | 17% |
| Annual Yield % from dividends | 1.47 | 0.37 | 400% |
| Returns for 1 year | 0.94 | 1.79 | 53% |
| Returns for 3 years | 25.68 | 36.00 | 71% |
| Returns for 5 years | 124.36 | 131.31 | 95% |
| Returns for 10 years | N/A | 11.15 | - |
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