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AVUVX vs VISVX
AVUVX vs VISVX Comparison
Open Charts AVUVX vs VISVX
Avantis® U.S. Small Cap Value Instl
Price$19.00
Change+$1.07 (+5.97%)
VolumeN/A
Net Assets1.33B
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
AVUVX vs VISVX Comparison Chart in %
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AVUVX vs. VISVX commentary
Feb 04, 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 AVUVX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. AVUVX (1.33B). VISVX pays higher dividends than AVUVX: VISVX (1.74) vs AVUVX (1.41). AVUVX was incepted earlier than VISVX: AVUVX (6 years) vs VISVX (28 years). AVUVX (0.25) is less costly to investors than VISVX (0.19). AVUVX is a more actively managed with annual turnover of: 21.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AVUVX: VISVX (3000) vs AVUVX (5000000). VISVX annual gain was more profitable for investors over the last year : 12.01 vs. AVUVX (10.92). AVUVX return over 5 years is better than : 55.91 vs. VISVX (51.01).
| AVUVX | VISVX | AVUVX / VISVX | |
| Total Expense Ratio | 0.25 | 0.19 | 132% |
| Annual Report Gross Expense Ratio | 0.25 | 0.19 | 132% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 9.510 | 6.555 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 59.8B | 2% |
| Annual Yield % from dividends | 1.41 | 1.74 | 81% |
| Returns for 1 year | 10.92 | 12.01 | 91% |
| Returns for 3 years | 29.51 | 29.81 | 99% |
| Returns for 5 years | 55.91 | 51.01 | 110% |
| Returns for 10 years | N/A | 161.74 | - |
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