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AVUVX vs VSIIX
AVUVX vs VSIIX Comparison
Open Charts AVUVX vs VSIIX
Avantis® U.S. Small Cap Value Instl
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$50.41
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets59.14B
AVUVX vs VSIIX Comparison Chart in %
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AVUVX vs. VSIIX commentary
Oct 09, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. AVUVX (1.22B). VSIIX pays higher dividends than AVUVX: VSIIX (2.01) vs AVUVX (1.28). 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 : 6.10 vs. AVUVX (4.98). AVUVX return over 5 years is better than : 102.04 vs. VSIIX (78.26).
| 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 | 5.803 | 5.726 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 59.1B | 2% |
| Annual Yield % from dividends | 1.28 | 2.01 | 64% |
| Returns for 1 year | 4.98 | 6.10 | 82% |
| Returns for 3 years | 40.69 | 43.40 | 94% |
| Returns for 5 years | 102.04 | 78.26 | 130% |
| Returns for 10 years | N/A | 112.44 | - |
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