ASVIX vs. AVUVX
Compare and contrast key facts about American Century Small Cap Value Fund (ASVIX) and Avantis U.S. Small Cap Value Fund (AVUVX).
ASVIX is managed by American Century Investments. It was launched on Jul 31, 1998. AVUVX is managed by Avantis Investors. It was launched on Dec 4, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ASVIX or AVUVX.
Key characteristics
| ASVIX | AVUVX | |
|---|---|---|
| YTD Return | 0.74% | 2.40% |
| 1Y Return | 22.95% | 33.75% |
| 3Y Return (Ann) | 1.14% | 8.33% |
| Sharpe Ratio | 1.04 | 1.61 |
| Daily Std Dev | 19.68% | 19.65% |
| Max Drawdown | -54.89% | -50.24% |
| Current Drawdown | -3.96% | -3.03% |
Correlation
The correlation between ASVIX and AVUVX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ASVIX vs. AVUVX - Performance Comparison
In the year-to-date period, ASVIX achieves a 0.74% return, which is significantly lower than AVUVX's 2.40% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ASVIX vs. AVUVX - Expense Ratio Comparison
ASVIX has a 1.09% expense ratio, which is higher than AVUVX's 0.25% expense ratio.
Risk-Adjusted Performance
ASVIX vs. AVUVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Value Fund (ASVIX) and Avantis U.S. Small Cap Value Fund (AVUVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ASVIX vs. AVUVX - Dividend Comparison
ASVIX's dividend yield for the trailing twelve months is around 0.95%, less than AVUVX's 1.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASVIX American Century Small Cap Value Fund | 0.95% | 1.00% | 3.64% | 7.32% | 0.35% | 2.41% | 20.02% | 14.39% | 5.29% | 14.05% | 14.27% | 17.31% |
AVUVX Avantis U.S. Small Cap Value Fund | 1.53% | 1.57% | 8.07% | 5.83% | 0.73% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ASVIX vs. AVUVX - Drawdown Comparison
The maximum ASVIX drawdown since its inception was -54.89%, which is greater than AVUVX's maximum drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for ASVIX and AVUVX. For additional features, visit the drawdowns tool.
Volatility
ASVIX vs. AVUVX - Volatility Comparison
The current volatility for American Century Small Cap Value Fund (ASVIX) is 4.89%, while Avantis U.S. Small Cap Value Fund (AVUVX) has a volatility of 5.35%. This indicates that ASVIX experiences smaller price fluctuations and is considered to be less risky than AVUVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.