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ANFVX vs DFSVX
ANFVX vs DFSVX Comparison
Open Charts ANFVX vs DFSVX
Virtus NFJ Small-Cap Value R6
Price$15.95
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets268.32M
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
ANFVX vs DFSVX Comparison Chart in %
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ANFVX vs. DFSVX commentary
Sep 08, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. ANFVX (268M). DFSVX pays higher dividends than ANFVX: DFSVX (1.52) vs ANFVX (0.20). ANFVX was incepted earlier than DFSVX: ANFVX (12 years) vs DFSVX (33 years). ANFVX (0.82) is less costly to investors than DFSVX (0.31). ANFVX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ANFVX: DFSVX (0) vs ANFVX (2500000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. ANFVX (1.66). DFSVX return over 5 years is better than : 94.21 vs. ANFVX (24.07).
| ANFVX | DFSVX | ANFVX / DFSVX | |
| Total Expense Ratio | 0.77 | 0.31 | 248% |
| Annual Report Gross Expense Ratio | 0.82 | 0.31 | 265% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 2.638 | 6.765 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 16.8B | 2% |
| Annual Yield % from dividends | 0.20 | 1.52 | 13% |
| Returns for 1 year | 1.66 | 11.40 | 15% |
| Returns for 3 years | 7.09 | 35.36 | 20% |
| Returns for 5 years | 24.07 | 94.21 | 26% |
| Returns for 10 years | -32.99 | 64.86 | -51% |
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