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AVUVX vs VSCAX
AVUVX vs VSCAX Comparison
Open Charts AVUVX vs VSCAX
Avantis® U.S. Small Cap Value Instl
Price$18.01
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.19B
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
AVUVX vs VSCAX Comparison Chart in %
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AVUVX vs. VSCAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. AVUVX (1.19B). AVUVX pays higher dividends than VSCAX: AVUVX (1.39) vs VSCAX (0.34). 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: 52.00 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 : 7.51 vs. AVUVX (5.40). VSCAX (112.00) and AVUVX (109.05) have equivalent 5 years return.
| 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 | 5.686 | 6.976 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 7.23B | 16% |
| Annual Yield % from dividends | 1.39 | 0.34 | 410% |
| Returns for 1 year | 5.40 | 7.51 | 72% |
| Returns for 3 years | 28.40 | 38.48 | 74% |
| Returns for 5 years | 109.05 | 112.00 | 97% |
| Returns for 10 years | N/A | 36.23 | - |
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