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AVUVX vs VSCAX
AVUVX vs VSCAX Comparison
Open Charts AVUVX vs VSCAX
Avantis® U.S. Small Cap Value Instl
Price$16.96
Change+$0.23 (+1.37%)
VolumeN/A
Net Assets1.11B
Invesco Small Cap Value A
Price$24.19
Change+$0.33 (+1.38%)
VolumeN/A
Net Assets6.86B
AVUVX vs VSCAX Comparison Chart in %
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AVUVX vs. VSCAX commentary
Jul 18, 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: 6.86B vs. AVUVX (1.11B). AVUVX pays higher dividends than VSCAX: AVUVX (1.41) vs VSCAX (0.35). 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 : -0.62 vs. AVUVX (-5.21). VSCAX (120.39) and AVUVX (114.98) 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 | -1.934 | 1.489 | -130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 6.86B | 16% |
| Annual Yield % from dividends | 1.41 | 0.35 | 409% |
| Returns for 1 year | -5.21 | -0.62 | 833% |
| Returns for 3 years | 30.99 | 45.29 | 68% |
| Returns for 5 years | 114.98 | 120.39 | 96% |
| Returns for 10 years | N/A | 20.65 | - |
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