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AVUVX vs VISVX
AVUVX vs VISVX Comparison
Open Charts AVUVX vs VISVX
Avantis® U.S. Small Cap Value Instl
Price$18.67
Change+$0.34 (+1.85%)
VolumeN/A
Net Assets1.23B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
AVUVX vs VISVX Comparison Chart in %
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AVUVX vs. VISVX commentary
Dec 05, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. AVUVX (1.23B). VISVX pays higher dividends than AVUVX: VISVX (1.86) vs AVUVX (1.26). 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 : -0.42 vs. AVUVX (-1.59). AVUVX return over 5 years is better than : 74.27 vs. VISVX (54.12).
| 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 | 9.437 | 7.439 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 58.3B | 2% |
| Annual Yield % from dividends | 1.26 | 1.86 | 68% |
| Returns for 1 year | -1.59 | -0.42 | 380% |
| Returns for 3 years | 26.10 | 27.28 | 96% |
| Returns for 5 years | 74.27 | 54.12 | 137% |
| Returns for 10 years | N/A | 114.16 | - |
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