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AVUSX vs VTSMX
AVUSX vs VTSMX Comparison
Open Charts AVUSX vs VTSMX
Avantis® U.S. Equity Institutional
Price$21.48
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets906.56M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
AVUSX vs VTSMX Comparison Chart in %
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AVUSX vs. VTSMX 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 AVUSX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. AVUSX (907M). AVUSX pays higher dividends than VTSMX: AVUSX (1.13) vs VTSMX (1.02). AVUSX was incepted earlier than VTSMX: AVUSX (6 years) vs VTSMX (34 years). AVUSX (0.15) is less costly to investors than VTSMX (0.14). AVUSX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AVUSX: VTSMX (3000) vs AVUSX (5000000). VTSMX annual gain was more profitable for investors over the last year : 18.29 vs. AVUSX (16.05). AVUSX return over 5 years is better than : 79.44 vs. VTSMX (73.62).
| AVUSX | VTSMX | AVUSX / VTSMX | |
| Total Expense Ratio | 0.15 | 0.14 | 107% |
| Annual Report Gross Expense Ratio | 0.15 | 0.14 | 107% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 2.579 | 1.679 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 2.06T | 0% |
| Annual Yield % from dividends | 1.13 | 1.02 | 110% |
| Returns for 1 year | 16.05 | 18.29 | 88% |
| Returns for 3 years | 61.64 | 70.89 | 87% |
| Returns for 5 years | 79.44 | 73.62 | 108% |
| Returns for 10 years | N/A | 270.34 | - |
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