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ANFVX vs VSCAX
ANFVX vs VSCAX Comparison
Open Charts ANFVX vs VSCAX
Virtus NFJ Small-Cap Value R6
Price$14.05
Change+$0.30 (+2.18%)
VolumeN/A
Net Assets247.4M
Invesco Small Cap Value A
Price$21.75
Change+$0.42 (+1.97%)
VolumeN/A
Net Assets6.02B
ANFVX vs VSCAX Comparison Chart
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ANFVX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.03B vs. ANFVX (247M). VSCAX pays higher dividends than ANFVX: VSCAX (0.39) vs ANFVX (0.23). 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 (-6.91) and ANFVX (-7.16) have marching annual gain over last year. VSCAX return over 5 years is better than : 124.47 vs. ANFVX (17.35).
| 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 | -11.519 | -9.273 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 6.03B | 4% |
| Annual Yield % from dividends | 0.23 | 0.39 | 61% |
| Returns for 1 year | -7.16 | -6.91 | 104% |
| Returns for 3 years | -10.65 | 21.82 | -49% |
| Returns for 5 years | 17.35 | 124.47 | 14% |
| Returns for 10 years | -47.07 | 4.67 | -1,008% |
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