AVNM vs HCOM

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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. HCOM offers more diversification with 55 holdings.

Side-by-Side Comparison

MetricAVNMHCOM
Fund FamilyAvantis InvestorsHartford Funds
Expense Ratio0.31%0.59%
AUM$557M$9M
Dividend Yield2.44%10.95%
Holdings Count955
Inception Date2023-06-272021-09-14
Investment StyleLarge Cap ValueCommodities
1-Month Return+6.56%-1.05%
YTD Return+11.82%+4.57%
1-Year Return+47.16%+2.31%
3-Year Return--5.19%
5-Year Return--
10-Year Return--
Buy Score7560
Momentum Score8555
Value Score7165

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or HCOM?

AVNM has an expense ratio of 0.31% while HCOM charges 0.59%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and HCOM hold the same stocks?

AVNM and HCOM share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or HCOM?

Over the past year, AVNM returned +47.16% while HCOM returned +2.31%. AVNM outperformed over this period. Past performance does not guarantee future results.