BCIFX vs. AVLVX
BCIFX (Blue Chip Investor Fund) and AVLVX (Avantis U.S. Large Cap Value Fund Institutional Class) are both Large Cap Value Equities funds. Over the past 3 years, BCIFX returned 8.88%/yr vs 20.58%/yr for AVLVX. Their correlation of 0.83 means they have usually moved in the same direction. BCIFX charges 1.00%/yr vs 0.15%/yr for AVLVX.
Performance
BCIFX vs. AVLVX - Performance Comparison
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Returns By Period
In the year-to-date period, BCIFX achieves a 1.88% return, which is significantly lower than AVLVX's 24.65% return.
BCIFX
- 1D
- -1.22%
- 1M
- -1.85%
- 6M
- 1.29%
- YTD
- 1.88%
- 1Y
- 16.44%
- 3Y*
- 8.88%
- 5Y*
- 5.46%
- 10Y*
- 7.09%
- ALL TIME*
- 6.12%
AVLVX
- 1D
- 0.77%
- 1M
- 1.65%
- 6M
- 16.69%
- YTD
- 24.65%
- 1Y
- 40.27%
- 3Y*
- 20.58%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BCIFX vs. AVLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BCIFX Blue Chip Investor Fund | 1.88% | 15.39% | 7.64% | 18.88% | 3.70% |
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class | 24.65% | 15.23% | 16.93% | 16.75% | 8.38% |
Correlation
The correlation between BCIFX and AVLVX is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2022 | 0.83 |
The correlation between BCIFX and AVLVX shifts across timeframes, from 0.63 (1 year) to 0.83 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BCIFX vs. AVLVX — Risk / Return Rank
BCIFX
AVLVX
BCIFX vs. AVLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Chip Investor Fund (BCIFX) and Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCIFX | AVLVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.95 | ||
| Sortino ratioReturn per unit of downside risk | -2.58 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.55 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.27 | 6.29 | -5.02 |
| Martin ratioReturn relative to average drawdown | 4.47 | 25.69 | -21.22 |
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Drawdowns
BCIFX vs. AVLVX - Drawdown Comparison
The maximum BCIFX drawdown since its inception was -62.12%, which is greater than AVLVX's maximum drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for BCIFX and AVLVX.
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Drawdown Indicators
| BCIFX | AVLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.12% | -19.51% | -42.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -6.01% | -5.00% |
Max Drawdown (3Y)Largest decline over 3 years | -62.12% | -19.51% | -42.61% |
Max Drawdown (5Y)Largest decline over 5 years | -62.12% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -62.12% | — | — |
Current DrawdownCurrent decline from peak | -50.60% | -0.30% | -50.30% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -3.09% | -9.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 1.47% | +1.67% |
Volatility
BCIFX vs. AVLVX - Volatility Comparison
Blue Chip Investor Fund (BCIFX) has a higher volatility of 4.29% compared to Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) at 2.22%. This indicates that BCIFX's price experiences larger fluctuations and is considered to be riskier than AVLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCIFX | AVLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.29% | 2.22% | +2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.30% | 8.98% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.14% | 12.55% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 66.00% | 16.37% | +49.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.04% | 16.37% | +32.67% |
BCIFX vs. AVLVX - Expense Ratio Comparison
BCIFX has a 1.00% expense ratio, which is higher than AVLVX's 0.15% expense ratio.
Dividends
BCIFX vs. AVLVX - Dividend Comparison
BCIFX's dividend yield for the trailing twelve months is around 3.08%, more than AVLVX's 2.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class | 2.66% | 3.32% | 1.61% | 1.59% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BCIFX Blue Chip Investor Fund | 3.08% | 3.14% | 0.32% | 4.68% | 1.66% | 1.29% | 0.14% | 1.23% | 5.58% | 5.84% | 6.18% | 6.41% |
Frequently Asked Questions
BCIFX and AVLVX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BCIFX has higher volatility (4.29%) compared to AVLVX (2.22%). In terms of maximum drawdown, BCIFX dropped -62.12% vs AVLVX's -19.51%.
AVLVX currently has the higher Sharpe Ratio (3.02 vs 1.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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