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AVUVX vs VSIAX
AVUVX vs VSIAX Comparison
Open Charts AVUVX vs VSIAX
Avantis® U.S. Small Cap Value Instl
Price$18.44
Change+$0.31 (+1.71%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index Admiral
Price$90.99
Change+$1.23 (+1.37%)
VolumeN/A
Net Assets59.22B
AVUVX vs VSIAX Comparison Chart in %
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AVUVX vs. VSIAX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. AVUVX (1.22B). VSIAX pays higher dividends than AVUVX: VSIAX (1.97) vs AVUVX (1.29). 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 (5.98) and AVUVX (5.87) have marching annual gain over last year. AVUVX return over 5 years is better than : 115.59 vs. VSIAX (87.49).
| 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 | 6.272 | 5.695 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 59.2B | 2% |
| Annual Yield % from dividends | 1.29 | 1.97 | 65% |
| Returns for 1 year | 5.87 | 5.98 | 98% |
| Returns for 3 years | 36.05 | 33.90 | 106% |
| Returns for 5 years | 115.59 | 87.49 | 132% |
| Returns for 10 years | N/A | 116.07 | - |
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