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ANFVX vs DFSVX
ANFVX vs DFSVX Comparison
Open Charts ANFVX vs DFSVX
Virtus NFJ Small-Cap Value R6
Price$14.42
Change-$0.28 (-1.90%)
VolumeN/A
Net Assets252.31M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
ANFVX vs DFSVX Comparison Chart
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ANFVX vs. DFSVX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. ANFVX (252M). DFSVX pays higher dividends than ANFVX: DFSVX (1.65) 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 : 1.83 vs. ANFVX (-0.77). DFSVX return over 5 years is better than : 86.94 vs. ANFVX (18.87).
| 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 | -7.207 | -6.462 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 14.9B | 2% |
| Annual Yield % from dividends | 0.22 | 1.65 | 14% |
| Returns for 1 year | -0.77 | 1.83 | -42% |
| Returns for 3 years | -2.36 | 19.38 | -12% |
| Returns for 5 years | 18.87 | 86.94 | 22% |
| Returns for 10 years | -45.03 | 30.89 | -146% |
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