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ANFVX vs VSCAX
ANFVX vs VSCAX Comparison
Open Charts ANFVX vs VSCAX
Virtus NFJ Small-Cap Value R6
Price$14.42
Change-$0.28 (-1.90%)
VolumeN/A
Net Assets252.31M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
ANFVX vs VSCAX Comparison Chart
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ANFVX vs. VSCAX commentary
Jun 16, 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: 6.48B vs. ANFVX (252M). VSCAX pays higher dividends than ANFVX: VSCAX (0.37) vs ANFVX (0.22). ANFVX was incepted earlier than VSCAX: ANFVX (11 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 : 0.16 vs. ANFVX (-0.77). VSCAX return over 5 years is better than : 116.10 vs. ANFVX (18.87).
| ANFVX | VSCAX | ANFVX / VSCAX | |
| Total Expense Ratio | 0.77 | 1.12 | 69% |
| Annual Report Gross Expense Ratio | 0.82 | 1.12 | 73% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -7.207 | -3.573 | 202% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 6.48B | 4% |
| Annual Yield % from dividends | 0.22 | 0.37 | 61% |
| Returns for 1 year | -0.77 | 0.16 | -491% |
| Returns for 3 years | -2.36 | 29.03 | -8% |
| Returns for 5 years | 18.87 | 116.10 | 16% |
| Returns for 10 years | -45.03 | 10.55 | -427% |
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