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ANFVX vs VSCAX
ANFVX vs VSCAX Comparison
Open Charts ANFVX vs VSCAX
Virtus NFJ Small-Cap Value R6
Price$13.22
Change+$0.14 (+1.07%)
VolumeN/A
Net Assets237.6M
Invesco Small Cap Value A
Price$20.05
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets5.64B
ANFVX vs VSCAX Comparison Chart
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ANFVX vs. VSCAX commentary
Apr 18, 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: 5.64B vs. ANFVX (238M). 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). ANFVX annual gain was more profitable for investors over the last year : -6.19 vs. VSCAX (-7.09). VSCAX return over 5 years is better than : 138.84 vs. ANFVX (15.92).
| 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 | -15.830 | -14.802 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 5.64B | 4% |
| Annual Yield % from dividends | 0.22 | 0.37 | 60% |
| Returns for 1 year | -6.19 | -7.09 | 87% |
| Returns for 3 years | -19.75 | 3.95 | -500% |
| Returns for 5 years | 15.92 | 138.84 | 11% |
| Returns for 10 years | -49.96 | -2.09 | 2,393% |
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