AVNM vs KF

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Quick Verdict

KF delivered stronger 1-year returns. KF offers more diversification with 49 holdings.

Side-by-Side Comparison

MetricAVNMKF
Fund FamilyAvantis InvestorsThe Korea Fund, Inc. (KF)
Expense Ratio0.31%-
AUM$670M$332M
Dividend Yield2.37%1.57%
Holdings Count852
Inception Date2023-06-271984-08-29
Investment StyleLarge Cap ValueLarge Cap Value
1-Month Return-1.68%+2.16%
YTD Return+11.79%+101.75%
1-Year Return+29.14%+191.01%
3-Year Return-+51.14%
5-Year Return-+18.79%
10-Year Return-+18.23%
Buy Score68-
Momentum Score6996
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
57
Total Unique

Frequently Asked Questions

Which has lower fees, AVNM or KF?

Expense ratio data is not currently available.

Do AVNM and KF hold the same stocks?

AVNM and KF share 0 common holdings with a 0.0% weight overlap. They hold 57 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or KF?

Over the past year, AVNM returned +29.14% while KF returned +191.01%. KF outperformed over this period. Past performance does not guarantee future results.