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AVUVX vs VSIAX
AVUVX vs VSIAX Comparison
Open Charts AVUVX vs VSIAX
Avantis® U.S. Small Cap Value Instl
Price$18.01
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.19B
Vanguard Small Cap Value Index Admiral
Price$89.84
Change-$0.24 (-0.27%)
VolumeN/A
Net Assets56.44B
AVUVX vs VSIAX Comparison Chart in %
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AVUVX vs. VSIAX commentary
Aug 30, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. AVUVX (1.19B). VSIAX pays higher dividends than AVUVX: VSIAX (2.07) vs AVUVX (1.39). AVUVX was incepted earlier than VSIAX: AVUVX (6 years) vs VSIAX (14 years). AVUVX (0.25) is less costly to investors than VSIAX (0.07). AVUVX is a more actively managed with annual turnover of: 21.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AVUVX: VSIAX (3000) vs AVUVX (5000000). VSIAX annual gain was more profitable for investors over the last year : 7.43 vs. AVUVX (5.40). AVUVX return over 5 years is better than : 109.05 vs. VSIAX (82.66).
| AVUVX | VSIAX | AVUVX / VSIAX | |
| Total Expense Ratio | 0.25 | 0.07 | 357% |
| Annual Report Gross Expense Ratio | 0.25 | 0.07 | 357% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 5.686 | 6.072 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 56.4B | 2% |
| Annual Yield % from dividends | 1.39 | 2.07 | 67% |
| Returns for 1 year | 5.40 | 7.43 | 73% |
| Returns for 3 years | 28.40 | 30.24 | 94% |
| Returns for 5 years | 109.05 | 82.66 | 132% |
| Returns for 10 years | N/A | 116.40 | - |
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