ANFVX
Price
$15.27
Change
+$0.08 (+0.53%)
Updated
Jul 3 closing price
Net Assets
265.22M
VSCAX
Price
$24.15
Change
+$0.14 (+0.58%)
Updated
Jul 3 closing price
Net Assets
6.97B
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ANFVX vs VSCAX

Header iconANFVX vs VSCAX Comparison
Open Charts ANFVX vs VSCAXBanner chart's image
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.

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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).
ANFVXVSCAXANFVX / VSCAX
Total Expense Ratio0.771.1269%
Annual Report Gross Expense Ratio0.821.1273%
Fund Existence12 years26 years-
Gain YTD-1.7372.722-64%
Front LoadN/A6%-
Min. Initial Investment25000001000250,000%
Min. Initial Investment IRAN/AN/A-
Net Assets265M6.97B4%
Annual Yield % from dividends0.220.3563%
Returns for 1 year4.655.0392%
Returns for 3 years1.2743.853%
Returns for 5 years25.78135.3119%
Returns for 10 years-40.2520.55-196%
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