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ANFVX vs ASVRX
ANFVX vs ASVRX Comparison
Open Charts ANFVX vs ASVRX
Virtus NFJ Small-Cap Value R6
Price$15.55
Change-$1.10 (-6.61%)
VolumeN/A
CapitalizationN/A
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
ANFVX vs ASVRX Comparison Chart
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ANFVX vs. ASVRX commentary
Dec 19, 2024
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 ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. ANFVX (311M). ANFVX pays higher dividends than ASVRX: ANFVX (1.86) vs ASVRX (0.47). ANFVX was incepted earlier than ASVRX: ANFVX (11 years) vs ASVRX (15 years). ANFVX is a more actively managed with annual turnover of: 79.00 vs. ASVRX (44.00). ASVRX has a lower initial minimum investment than ANFVX: ASVRX (2500) vs ANFVX (2500000). ASVRX (6.29) and ANFVX (6.09) have marching annual gain over last year. ASVRX return over 5 years is better than : 33.69 vs. ANFVX (5.73).
| ANFVX | ASVRX | ANFVX / ASVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 12.027 | 4.327 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 2500 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 5.19B | 6% |
| Annual Yield % from dividends | 1.86 | 0.47 | 393% |
| Returns for 1 year | 6.09 | 6.29 | 97% |
| Returns for 3 years | -1.34 | -3.43 | 39% |
| Returns for 5 years | 5.73 | 33.69 | 17% |
| Returns for 10 years | -33.27 | 23.23 | -143% |
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