Interact to see
Advertisement
Advertisement
ANFVX vs VISVX
ANFVX vs VISVX Comparison
Open Charts ANFVX vs VISVX
Virtus NFJ Small-Cap Value R6
Price$15.15
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets261.09M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
ANFVX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANFVX vs. VISVX 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. ANFVX (261M). VISVX pays higher dividends than ANFVX: VISVX (1.99) vs ANFVX (0.22). ANFVX was incepted earlier than VISVX: ANFVX (12 years) vs VISVX (27 years). ANFVX (0.82) is less costly to investors than VISVX (0.19). ANFVX is a more actively managed with annual turnover of: 60.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than ANFVX: VISVX (3000) vs ANFVX (2500000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. ANFVX (-5.13). VISVX return over 5 years is better than : 88.78 vs. ANFVX (20.85).
| ANFVX | VISVX | ANFVX / VISVX | |
| Total Expense Ratio | 0.77 | 0.19 | 405% |
| Annual Report Gross Expense Ratio | 0.82 | 0.19 | 432% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -2.510 | 2.868 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 55.6B | 0% |
| Annual Yield % from dividends | 0.22 | 1.99 | 11% |
| Returns for 1 year | -5.13 | 5.54 | -93% |
| Returns for 3 years | -2.84 | 30.99 | -9% |
| Returns for 5 years | 20.85 | 88.78 | 23% |
| Returns for 10 years | -38.84 | 102.36 | -38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers