Interact to see
Advertisement
Advertisement
AVUSX vs VTSMX
AVUSX vs VTSMX Comparison
Open Charts AVUSX vs VTSMX
Avantis® U.S. Equity Institutional
Price$20.63
Change-$0.11 (-0.53%)
VolumeN/A
Net Assets961.99M
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
AVUSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVUSX vs. VTSMX commentary
Sep 27, 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 AVUSX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. AVUSX (962M). AVUSX pays higher dividends than VTSMX: AVUSX (1.24) vs VTSMX (1.07). AVUSX was incepted earlier than VTSMX: AVUSX (6 years) vs VTSMX (33 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). AVUSX annual gain was more profitable for investors over the last year : 15.82 vs. VTSMX (14.91). AVUSX return over 5 years is better than : 111.76 vs. VTSMX (95.30).
| 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 | 33 years | - |
| Gain YTD | 12.351 | 12.239 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 1.95T | 0% |
| Annual Yield % from dividends | 1.24 | 1.07 | 116% |
| Returns for 1 year | 15.82 | 14.91 | 106% |
| Returns for 3 years | 78.32 | 79.12 | 99% |
| Returns for 5 years | 111.76 | 95.30 | 117% |
| Returns for 10 years | N/A | 247.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement