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ANFVX vs VSCAX
ANFVX vs VSCAX Comparison
Open Charts ANFVX vs VSCAX
Virtus NFJ Small-Cap Value R6
Price$15.27
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets265.22M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
ANFVX vs VSCAX Comparison Chart in %
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ANFVX vs. VSCAX commentary
Jul 07, 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 VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. ANFVX (265M). VSCAX pays higher dividends than ANFVX: VSCAX (0.35) vs ANFVX (0.22). ANFVX was incepted earlier than VSCAX: ANFVX (12 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than ANFVX (0.82). ANFVX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than ANFVX: VSCAX (1000) vs ANFVX (2500000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. ANFVX (4.65). VSCAX return over 5 years is better than : 135.31 vs. ANFVX (25.78).
| ANFVX | VSCAX | ANFVX / VSCAX | |
| Total Expense Ratio | 0.77 | 1.12 | 69% |
| Annual Report Gross Expense Ratio | 0.82 | 1.12 | 73% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -1.737 | 2.722 | -64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 6.97B | 4% |
| Annual Yield % from dividends | 0.22 | 0.35 | 63% |
| Returns for 1 year | 4.65 | 5.03 | 92% |
| Returns for 3 years | 1.27 | 43.85 | 3% |
| Returns for 5 years | 25.78 | 135.31 | 19% |
| Returns for 10 years | -40.25 | 20.55 | -196% |
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