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ASVRX vs AVUVX
ASVRX vs AVUVX Comparison
Open Charts ASVRX vs AVUVX
American Century Small Cap Value R
Price$8.98
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets3.91B
Avantis® U.S. Small Cap Value Instl
Price$18.31
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets1.28B
ASVRX vs AVUVX Comparison Chart in %
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ASVRX vs. AVUVX commentary
Jan 15, 2026
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 ASVRX is a Hold and AVUVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.91B vs. AVUVX (1.29B). AVUVX pays higher dividends than ASVRX: AVUVX (1.50) vs ASVRX (0.60). ASVRX was incepted earlier than AVUVX: ASVRX (16 years) vs AVUVX (6 years). ASVRX (1.58) is less costly to investors than AVUVX (0.25). ASVRX is a more actively managed with annual turnover of: 39.00 vs. AVUVX (21.00). ASVRX has a lower initial minimum investment than AVUVX: ASVRX (2500) vs AVUVX (5000000). AVUVX annual gain was more profitable for investors over the last year : 6.08 vs. ASVRX (-11.61). AVUVX return over 5 years is better than : 53.22 vs. ASVRX (1.02).
| ASVRX | AVUVX | ASVRX / AVUVX | |
| Total Expense Ratio | 1.58 | 0.25 | 632% |
| Annual Report Gross Expense Ratio | 1.58 | 0.25 | 632% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 4.662 | 5.533 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 1.29B | 305% |
| Annual Yield % from dividends | 0.60 | 1.50 | 40% |
| Returns for 1 year | -11.61 | 6.08 | -191% |
| Returns for 3 years | -3.40 | 31.42 | -11% |
| Returns for 5 years | 1.02 | 53.22 | 2% |
| Returns for 10 years | 37.65 | N/A | - |
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