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ANFVX vs VSIAX
ANFVX vs VSIAX Comparison
Open Charts ANFVX vs VSIAX
Virtus NFJ Small-Cap Value R6
Price$15.50
Change-$0.22 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$81.49
Change-$1.18 (-1.43%)
VolumeN/A
CapitalizationN/A
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ANFVX vs VSIAX Comparison Chart
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ANFVX vs. VSIAX commentary
Sep 08, 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 StrongSell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. ANFVX (319M). VSIAX pays higher dividends than ANFVX: VSIAX (2.01) vs ANFVX (1.86). ANFVX was incepted earlier than VSIAX: ANFVX (11 years) vs VSIAX (13 years). ANFVX is a more actively managed with annual turnover of: 79.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than ANFVX: VSIAX (3000) vs ANFVX (2500000). VSIAX annual gain was more profitable for investors over the last year : 16.98 vs. ANFVX (7.55). VSIAX return over 5 years is better than : 55.42 vs. ANFVX (0.74).
| ANFVX | VSIAX | ANFVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 4.452 | 7.230 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 57.3B | 1% |
| Annual Yield % from dividends | 1.86 | 2.01 | 92% |
| Returns for 1 year | 7.55 | 16.98 | 44% |
| Returns for 3 years | -13.09 | 11.33 | -116% |
| Returns for 5 years | 0.74 | 55.42 | 1% |
| Returns for 10 years | -53.79 | 93.33 | -58% |
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