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ANFVX vs DFSVX
ANFVX vs DFSVX Comparison
Open Charts ANFVX vs DFSVX
Virtus NFJ Small-Cap Value R6
Price$16.45
Change+$0.97 (+6.27%)
VolumeN/A
Net Assets252.65M
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
ANFVX vs DFSVX Comparison Chart in %
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ANFVX vs. DFSVX commentary
Feb 04, 2026
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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. ANFVX (253M). DFSVX pays higher dividends than ANFVX: DFSVX (1.58) vs ANFVX (0.77). 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 (7.00). 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 : 17.52 vs. ANFVX (4.35). DFSVX return over 5 years is better than : 55.54 vs. ANFVX (4.95).
| 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 | 7.869 | 9.431 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 17.9B | 1% |
| Annual Yield % from dividends | 0.77 | 1.58 | 48% |
| Returns for 1 year | 4.35 | 17.52 | 25% |
| Returns for 3 years | 8.29 | 35.91 | 23% |
| Returns for 5 years | 4.95 | 55.54 | 9% |
| Returns for 10 years | -9.03 | 121.92 | -7% |
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