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AVUVX vs VSIIX
AVUVX vs VSIIX Comparison
Open Charts AVUVX vs VSIIX
Avantis® U.S. Small Cap Value Instl
Price$16.59
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Value Index I
Price$47.56
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
AVUVX vs VSIIX Comparison Chart in %
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AVUVX vs. VSIIX commentary
Aug 08, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. AVUVX (1.11B). VSIIX pays higher dividends than AVUVX: VSIIX (2.08) vs AVUVX (1.39). AVUVX was incepted earlier than VSIIX: AVUVX (6 years) vs VSIIX (26 years). AVUVX (0.25) is less costly to investors than VSIIX (0.06). AVUVX is a more actively managed with annual turnover of: 21.00 vs. VSIIX (16.00). AVUVX (5000000) and VSIIX (5000000) have matching initial minimum investment requirements. VSIIX annual gain was more profitable for investors over the last year : 8.86 vs. AVUVX (4.06). AVUVX return over 5 years is better than : 98.78 vs. VSIIX (74.38).
| AVUVX | VSIIX | AVUVX / VSIIX | |
| Total Expense Ratio | 0.25 | 0.06 | 417% |
| Annual Report Gross Expense Ratio | 0.25 | 0.06 | 417% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -2.345 | 0.249 | -941% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 56.4B | 2% |
| Annual Yield % from dividends | 1.39 | 2.08 | 67% |
| Returns for 1 year | 4.06 | 8.86 | 46% |
| Returns for 3 years | 19.38 | 22.22 | 87% |
| Returns for 5 years | 98.78 | 74.38 | 133% |
| Returns for 10 years | N/A | 94.58 | - |
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