Interact to see
Advertisement
Advertisement
AVUVX vs VSIIX
AVUVX vs VSIIX Comparison
Open Charts AVUVX vs VSIIX
Avantis® U.S. Small Cap Value Instl
Price$17.69
Change-$0.25 (-1.39%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Value Index I
Price$49.49
Change-$0.69 (-1.38%)
VolumeN/A
Net Assets58.35B
AVUVX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVUVX vs. VSIIX commentary
Nov 14, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. AVUVX (1.22B). VSIIX pays higher dividends than AVUVX: VSIIX (2.03) vs AVUVX (1.31). AVUVX was incepted earlier than VSIIX: AVUVX (6 years) vs VSIIX (26 years). AVUVX (0.25) is less costly to investors than VSIIX (0.06). AVUVX is a more actively managed with annual turnover of: 21.00 vs. VSIIX (16.00). AVUVX (5000000) and VSIIX (5000000) have matching initial minimum investment requirements. VSIIX annual gain was more profitable for investors over the last year : -0.54 vs. AVUVX (-4.47). AVUVX return over 5 years is better than : 84.48 vs. VSIIX (65.22).
| AVUVX | VSIIX | AVUVX / VSIIX | |
| Total Expense Ratio | 0.25 | 0.06 | 417% |
| Annual Report Gross Expense Ratio | 0.25 | 0.06 | 417% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 3.693 | 5.810 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 58.3B | 2% |
| Annual Yield % from dividends | 1.31 | 2.03 | 64% |
| Returns for 1 year | -4.47 | -0.54 | 833% |
| Returns for 3 years | 21.84 | 27.41 | 80% |
| Returns for 5 years | 84.48 | 65.22 | 130% |
| Returns for 10 years | N/A | 117.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement