Interact to see
Advertisement
Advertisement
ANFVX vs VISVX
ANFVX vs VISVX Comparison
Open Charts ANFVX vs VISVX
Virtus NFJ Small-Cap Value R6
Price$15.21
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets258.12M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
ANFVX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ANFVX vs. VISVX commentary
Aug 18, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. ANFVX (258M). VISVX pays higher dividends than ANFVX: VISVX (1.95) 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 : 6.61 vs. ANFVX (-2.31). VISVX return over 5 years is better than : 76.46 vs. ANFVX (15.11).
| 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 | -2.124 | 2.657 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 56.4B | 0% |
| Annual Yield % from dividends | 0.22 | 1.95 | 11% |
| Returns for 1 year | -2.31 | 6.61 | -35% |
| Returns for 3 years | -10.47 | 19.23 | -54% |
| Returns for 5 years | 15.11 | 76.46 | 20% |
| Returns for 10 years | -39.62 | 99.26 | -40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers