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AVUVX vs VSIAX
AVUVX vs VSIAX Comparison
Open Charts AVUVX vs VSIAX
Avantis® U.S. Small Cap Value Instl
Price$18.31
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Value Index Admiral
Price$95.89
Change+$0.53 (+0.56%)
VolumeN/A
Net Assets59.85B
AVUVX vs VSIAX Comparison Chart in %
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AVUVX vs. VSIAX commentary
Jan 15, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. AVUVX (1.29B). VSIAX pays higher dividends than AVUVX: VSIAX (1.95) vs AVUVX (1.50). AVUVX was incepted earlier than VSIAX: AVUVX (6 years) vs VSIAX (14 years). AVUVX (0.25) is less costly to investors than VSIAX (0.07). AVUVX is a more actively managed with annual turnover of: 21.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AVUVX: VSIAX (3000) vs AVUVX (5000000). VSIAX annual gain was more profitable for investors over the last year : 12.27 vs. AVUVX (6.08). AVUVX (53.22) and VSIAX (51.25) have equivalent 5 years return.
| AVUVX | VSIAX | AVUVX / VSIAX | |
| Total Expense Ratio | 0.25 | 0.07 | 357% |
| Annual Report Gross Expense Ratio | 0.25 | 0.07 | 357% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 5.533 | 5.350 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 59.8B | 2% |
| Annual Yield % from dividends | 1.50 | 1.95 | 77% |
| Returns for 1 year | 6.08 | 12.27 | 50% |
| Returns for 3 years | 31.42 | 34.42 | 91% |
| Returns for 5 years | 53.22 | 51.25 | 104% |
| Returns for 10 years | N/A | 161.88 | - |
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