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ANFVX vs DFSVX
ANFVX vs DFSVX Comparison
Open Charts ANFVX vs DFSVX
Virtus NFJ Small-Cap Value R6
Price$15.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets248.47M
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
ANFVX vs DFSVX Comparison Chart in %
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ANFVX vs. DFSVX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. ANFVX (248M). DFSVX pays higher dividends than ANFVX: DFSVX (1.66) 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 : 0.38 vs. ANFVX (-8.14). DFSVX return over 5 years is better than : 80.47 vs. ANFVX (15.03).
| 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 | -2.188 | 2.475 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 15.9B | 2% |
| Annual Yield % from dividends | 0.20 | 1.66 | 12% |
| Returns for 1 year | -8.14 | 0.38 | -2,127% |
| Returns for 3 years | 6.56 | 28.43 | 23% |
| Returns for 5 years | 15.03 | 80.47 | 19% |
| Returns for 10 years | -37.88 | 55.60 | -68% |
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