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AVUVX vs VSIIX
AVUVX vs VSIIX Comparison
Open Charts AVUVX vs VSIIX
Avantis® U.S. Small Cap Value Instl
Price$17.52
Change-$0.19 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
AVUVX vs VSIIX Comparison Chart
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AVUVX vs. VSIIX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. AVUVX (884M). VSIIX pays higher dividends than AVUVX: VSIIX (2.02) vs AVUVX (1.49). AVUVX was incepted earlier than VSIIX: AVUVX (5 years) vs VSIIX (25 years). AVUVX is a more actively managed with annual turnover of: 22.00 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 : 24.93 vs. AVUVX (22.23).
| AVUVX | VSIIX | AVUVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 6.577 | 12.339 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 884M | 57.3B | 2% |
| Annual Yield % from dividends | 1.49 | 2.02 | 74% |
| Returns for 1 year | 22.23 | 24.93 | 89% |
| Returns for 3 years | 21.77 | 22.14 | 98% |
| Returns for 5 years | N/A | 58.50 | - |
| Returns for 10 years | N/A | 109.09 | - |
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