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AVUVX vs VSIIX
AVUVX vs VSIIX Comparison
Open Charts AVUVX vs VSIIX
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 I
Price$53.60
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
AVUVX vs VSIIX Comparison Chart in %
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AVUVX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. AVUVX (1.29B). VSIIX pays higher dividends than AVUVX: VSIIX (1.96) vs AVUVX (1.50). 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 : 12.27 vs. AVUVX (6.08). AVUVX (53.22) and VSIIX (51.30) have equivalent 5 years return.
| 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 | 5.533 | 5.346 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 59.8B | 2% |
| Annual Yield % from dividends | 1.50 | 1.96 | 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 | 51.30 | 104% |
| Returns for 10 years | N/A | 162.01 | - |
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