WRLDX vs. AVUVX
Compare and contrast key facts about Scharf Global Opportunity Fund (WRLDX) and Avantis U.S. Small Cap Value Fund (AVUVX).
WRLDX is managed by Scharf Investments. It was launched on Oct 13, 2014. 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: WRLDX or AVUVX.
Correlation
The correlation between WRLDX and AVUVX is 0.72, 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
WRLDX vs. AVUVX - Performance Comparison
Key characteristics
WRLDX:
0.82
AVUVX:
0.37
WRLDX:
1.16
AVUVX:
0.68
WRLDX:
1.15
AVUVX:
1.08
WRLDX:
0.73
AVUVX:
0.60
WRLDX:
2.69
AVUVX:
1.37
WRLDX:
3.14%
AVUVX:
5.57%
WRLDX:
10.23%
AVUVX:
20.05%
WRLDX:
-33.53%
AVUVX:
-50.24%
WRLDX:
-2.01%
AVUVX:
-10.08%
Returns By Period
In the year-to-date period, WRLDX achieves a 6.28% return, which is significantly higher than AVUVX's 1.41% return.
WRLDX
6.28%
6.92%
4.87%
9.39%
4.49%
4.20%
AVUVX
1.41%
0.23%
3.47%
9.83%
13.29%
N/A
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WRLDX vs. AVUVX - Expense Ratio Comparison
WRLDX has a 0.65% expense ratio, which is higher than AVUVX's 0.25% expense ratio.
Risk-Adjusted Performance
WRLDX vs. AVUVX — Risk-Adjusted Performance Rank
WRLDX
AVUVX
WRLDX vs. AVUVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Scharf Global Opportunity Fund (WRLDX) 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
WRLDX vs. AVUVX - Dividend Comparison
WRLDX's dividend yield for the trailing twelve months is around 0.77%, less than AVUVX's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRLDX Scharf Global Opportunity Fund | 0.77% | 0.81% | 1.19% | 1.10% | 0.87% | 0.69% | 1.39% | 1.08% | 0.70% | 0.54% | 0.79% | 0.12% |
AVUVX Avantis U.S. Small Cap Value Fund | 1.38% | 1.40% | 1.57% | 1.86% | 1.23% | 0.70% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WRLDX vs. AVUVX - Drawdown Comparison
The maximum WRLDX drawdown since its inception was -33.53%, smaller than the maximum AVUVX drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for WRLDX and AVUVX. For additional features, visit the drawdowns tool.
Volatility
WRLDX vs. AVUVX - Volatility Comparison
The current volatility for Scharf Global Opportunity Fund (WRLDX) is 2.72%, while Avantis U.S. Small Cap Value Fund (AVUVX) has a volatility of 4.41%. This indicates that WRLDX 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.