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AVUVX vs VSCAX
AVUVX vs VSCAX Comparison
Open Charts AVUVX vs VSCAX
Avantis® U.S. Small Cap Value Instl
Price$17.07
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.13B
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
AVUVX vs VSCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. AVUVX (1.13B). AVUVX pays higher dividends than VSCAX: AVUVX (1.41) vs VSCAX (0.35). AVUVX was incepted earlier than VSCAX: AVUVX (6 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than AVUVX (0.25). VSCAX is a more actively managed with annual turnover of: 52.00 vs. AVUVX (21.00). VSCAX has a lower initial minimum investment than AVUVX: VSCAX (1000) vs AVUVX (5000000). VSCAX annual gain was more profitable for investors over the last year : 5.38 vs. AVUVX (-3.06). VSCAX return over 5 years is better than : 124.82 vs. AVUVX (115.72).
| AVUVX | VSCAX | AVUVX / VSCAX | |
| Total Expense Ratio | 0.25 | 1.12 | 22% |
| Annual Report Gross Expense Ratio | 0.25 | 1.12 | 22% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 0.059 | 3.998 | 1% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 7.03B | 16% |
| Annual Yield % from dividends | 1.41 | 0.35 | 409% |
| Returns for 1 year | -3.06 | 5.38 | -57% |
| Returns for 3 years | 28.28 | 42.53 | 66% |
| Returns for 5 years | 115.72 | 124.82 | 93% |
| Returns for 10 years | N/A | 27.85 | - |
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