Interact to see
Advertisement
Advertisement
ANFVX vs DFSVX
ANFVX vs DFSVX Comparison
Open Charts ANFVX vs DFSVX
Virtus NFJ Small-Cap Value R6
Price$15.15
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets261.09M
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
ANFVX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANFVX vs. DFSVX commentary
Jul 28, 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: 16B vs. ANFVX (261M). 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 : 0.60 vs. ANFVX (-5.13). DFSVX return over 5 years is better than : 94.25 vs. ANFVX (20.85).
| 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 | -2.510 | 0.901 | -279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 16B | 2% |
| Annual Yield % from dividends | 0.22 | 1.67 | 13% |
| Returns for 1 year | -5.13 | 0.60 | -859% |
| Returns for 3 years | -2.84 | 27.09 | -10% |
| Returns for 5 years | 20.85 | 94.25 | 22% |
| Returns for 10 years | -38.84 | 50.73 | -77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers