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ANFVX vs DFSVX
ANFVX vs DFSVX Comparison
Open Charts ANFVX vs DFSVX
Virtus NFJ Small-Cap Value R6
Price$15.53
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets250.09M
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
ANFVX vs DFSVX Comparison Chart in %
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ANFVX vs. DFSVX commentary
Dec 29, 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: 16.7B vs. ANFVX (250M). 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 : 8.55 vs. ANFVX (-1.58). DFSVX return over 5 years is better than : 62.34 vs. ANFVX (2.66).
| 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 | -0.064 | 9.622 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 16.7B | 1% |
| Annual Yield % from dividends | 0.20 | 1.62 | 13% |
| Returns for 1 year | -1.58 | 8.55 | -19% |
| Returns for 3 years | 19.01 | 39.26 | 48% |
| Returns for 5 years | 2.66 | 62.34 | 4% |
| Returns for 10 years | -23.33 | 79.11 | -29% |
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