ANFVX
Price
$14.38
Change
-$0.00 (-0.00%)
Updated
Feb 26, 6:59 PM EST
VSIAX
Price
$78.19
Change
+$0.51 (+0.66%)
Updated
Feb 27, 6:59 PM EST
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Analysis and predictions ANFVX vs VSIAX

Header iconANFVX vs VSIAX Comparison
Open Charts ANFVX vs VSIAXBanner chart's image
Virtus NFJ Small-Cap Value R6
Price$14.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$78.19
Change+$0.51 (+0.66%)
VolumeN/A
CapitalizationN/A
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ANFVX vs VSIAX Comparison Chart

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VS
ANFVX vs. VSIAX commentary
Feb 28, 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 VSIAX is a Hold.

FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 50.6B vs. ANFVX (342M). VSIAX pays higher dividends than ANFVX: VSIAX (2.17) vs ANFVX (1.98). ANFVX was incepted earlier than VSIAX: ANFVX (10 years) vs VSIAX (12 years). ANFVX (0.83) is less costly to investors than VSIAX (0.07). ANFVX is a more actively managed with annual turnover of: 79.00 vs. VSIAX (13.00). 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 : 7.94 vs. ANFVX (-0.07). VSIAX return over 5 years is better than : 40.63 vs. ANFVX (-10.64).
ANFVXVSIAXANFVX / VSIAX
Total Expense Ratio0.770.071,100%
Annual Report Gross Expense Ratio0.830.071,186%
Fund Existence10 years12 years-
Gain YTD-4.4521.099-405%
Front LoadN/AN/A-
Min. Initial Investment2500000300083,333%
Min. Initial Investment IRAN/AN/A-
Net Assets342M50.6B1%
Annual Yield % from dividends1.982.1791%
Returns for 1 year-0.077.94-1%
Returns for 3 years-11.8916.42-72%
Returns for 5 years-10.6440.63-26%
Returns for 10 years-55.1093.93-59%
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