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ANFVX vs ASVRX
ANFVX vs ASVRX Comparison
Open Charts ANFVX vs ASVRX
Virtus NFJ Small-Cap Value R6
Price$14.05
Change+$0.30 (+2.18%)
VolumeN/A
Net Assets247.4M
American Century Small Cap Value R
Price$9.18
Change+$0.10 (+1.10%)
VolumeN/A
Net Assets4.54B
ANFVX vs ASVRX Comparison Chart
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ANFVX vs. ASVRX commentary
May 09, 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 ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.54B vs. ANFVX (247M). ASVRX pays higher dividends than ANFVX: ASVRX (0.54) vs ANFVX (0.23). ANFVX was incepted earlier than ASVRX: ANFVX (11 years) vs ASVRX (15 years). ASVRX (1.59) is less costly to investors than ANFVX (0.82). ANFVX is a more actively managed with annual turnover of: 60.00 vs. ASVRX (46.00). ASVRX has a lower initial minimum investment than ANFVX: ASVRX (2500) vs ANFVX (2500000). ANFVX annual gain was more profitable for investors over the last year : -7.16 vs. ASVRX (-11.07). ASVRX return over 5 years is better than : 63.58 vs. ANFVX (17.35).
| ANFVX | ASVRX | ANFVX / ASVRX | |
| Total Expense Ratio | 0.77 | 1.59 | 48% |
| Annual Report Gross Expense Ratio | 0.82 | 1.59 | 52% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -11.519 | -10.454 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 2500 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 4.54B | 5% |
| Annual Yield % from dividends | 0.23 | 0.54 | 43% |
| Returns for 1 year | -7.16 | -11.07 | 65% |
| Returns for 3 years | -10.65 | -1.83 | 582% |
| Returns for 5 years | 17.35 | 63.58 | 27% |
| Returns for 10 years | -47.07 | 3.00 | -1,571% |
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