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AVUVX vs VSCAX
AVUVX vs VSCAX Comparison
Open Charts AVUVX vs VSCAX
Avantis® U.S. Small Cap Value Instl
Price$18.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.22B
Invesco Small Cap Value A
Price$25.33
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets7.33B
AVUVX vs VSCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. AVUVX (1.22B). AVUVX pays higher dividends than VSCAX: AVUVX (1.29) vs VSCAX (0.32). 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 : 15.41 vs. AVUVX (11.43). VSCAX (121.06) and AVUVX (117.15) have equivalent 5 years return.
| 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 | 6.565 | 7.741 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 7.33B | 17% |
| Annual Yield % from dividends | 1.29 | 0.32 | 398% |
| Returns for 1 year | 11.43 | 15.41 | 74% |
| Returns for 3 years | 32.35 | 40.62 | 80% |
| Returns for 5 years | 117.15 | 121.06 | 97% |
| Returns for 10 years | N/A | 39.52 | - |
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