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ANFVX vs DFSVX
ANFVX vs DFSVX Comparison
Open Charts ANFVX vs DFSVX
Virtus NFJ Small-Cap Value R6
Price$15.78
Change+$0.23 (+1.48%)
VolumeN/A
Net Assets250.66M
DFA US Small Cap Value I
Price$51.98
Change-$0.14 (-0.27%)
VolumeN/A
Net Assets16.71B
ANFVX vs DFSVX Comparison Chart in %
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ANFVX vs. DFSVX commentary
Dec 05, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. ANFVX (251M). DFSVX pays higher dividends than ANFVX: DFSVX (1.62) vs ANFVX (0.20). ANFVX was incepted earlier than DFSVX: ANFVX (12 years) vs DFSVX (33 years). ANFVX (0.82) is less costly to investors than DFSVX (0.31). ANFVX is a more actively managed with annual turnover of: 48.00 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 : 0.82 vs. ANFVX (-8.45). DFSVX return over 5 years is better than : 62.61 vs. ANFVX (5.32).
| 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 | 33 years | - |
| Gain YTD | 1.544 | 8.912 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 16.7B | 2% |
| Annual Yield % from dividends | 0.20 | 1.62 | 13% |
| Returns for 1 year | -8.45 | 0.82 | -1,024% |
| Returns for 3 years | -1.55 | 23.63 | -7% |
| Returns for 5 years | 5.32 | 62.61 | 8% |
| Returns for 10 years | -34.73 | 64.29 | -54% |
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