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ANFVX vs DFSVX
ANFVX vs DFSVX Comparison
Open Charts ANFVX vs DFSVX
Virtus NFJ Small-Cap Value R6
Price$15.27
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets265.22M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
ANFVX vs DFSVX Comparison Chart in %
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ANFVX vs. DFSVX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANFVX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. ANFVX (265M). DFSVX pays higher dividends than ANFVX: DFSVX (1.67) vs ANFVX (0.22). ANFVX was incepted earlier than DFSVX: ANFVX (12 years) vs DFSVX (32 years). ANFVX (0.82) is less costly to investors than DFSVX (0.31). ANFVX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ANFVX: DFSVX (0) vs ANFVX (2500000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. ANFVX (4.65). DFSVX return over 5 years is better than : 105.30 vs. ANFVX (25.78).
| ANFVX | DFSVX | ANFVX / DFSVX | |
| Total Expense Ratio | 0.77 | 0.31 | 248% |
| Annual Report Gross Expense Ratio | 0.82 | 0.31 | 265% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | -1.737 | 1.067 | -163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 16.1B | 2% |
| Annual Yield % from dividends | 0.22 | 1.67 | 13% |
| Returns for 1 year | 4.65 | 9.45 | 49% |
| Returns for 3 years | 1.27 | 32.84 | 4% |
| Returns for 5 years | 25.78 | 105.30 | 24% |
| Returns for 10 years | -40.25 | 45.10 | -89% |
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