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AVUVX vs VSCAX
AVUVX vs VSCAX Comparison
Open Charts AVUVX vs VSCAX
Avantis® U.S. Small Cap Value Instl
Price$14.51
Change-$1.33 (-8.40%)
VolumeN/A
Net Assets1.02B
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
AVUVX vs VSCAX Comparison Chart
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AVUVX vs. VSCAX 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. AVUVX (1.02B). AVUVX pays higher dividends than VSCAX: AVUVX (1.49) vs VSCAX (0.37). AVUVX was incepted earlier than VSCAX: AVUVX (5 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 : -1.20 vs. AVUVX (-5.27). VSCAX return over 5 years is better than : 216.20 vs. AVUVX (204.22).
| AVUVX | VSCAX | AVUVX / VSCAX | |
| Total Expense Ratio | 0.25 | 1.12 | 22% |
| Annual Report Gross Expense Ratio | 0.25 | 1.12 | 22% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | -7.151 | -4.211 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 6.35B | 16% |
| Annual Yield % from dividends | 1.49 | 0.37 | 407% |
| Returns for 1 year | -5.27 | -1.20 | 438% |
| Returns for 3 years | 7.68 | 13.84 | 56% |
| Returns for 5 years | 204.22 | 216.20 | 94% |
| Returns for 10 years | N/A | 9.77 | - |
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