ANCIX vs. DFSVX

Last updated Apr 1, 2026

Compare and contrast key facts about Ancora MicroCap Fund (ANCIX) and DFA U.S. Small Cap Value Portfolio I (DFSVX).

ANCIX is managed by Ancora. It was launched on Sep 2, 2008. DFSVX is managed by Dimensional. It was launched on Mar 2, 1993.

Performance

ANCIX vs. DFSVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ancora MicroCap Fund (ANCIX) and DFA U.S. Small Cap Value Portfolio I (DFSVX). The values are adjusted to include any dividend payments, if applicable.

ANCIX vs. DFSVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ANCIX Ancora MicroCap Fund	5.35%	-2.35%	-2.06%	24.98%	-7.92%	37.42%	4.59%	10.98%	-22.08%	17.97%
DFSVX DFA U.S. Small Cap Value Portfolio I	4.70%	8.37%	9.58%	19.02%	-3.57%	39.97%	2.24%	18.15%	-15.13%	6.82%

Returns By Period

ANCIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DFSVX

• 1D: -0.56%
• 1M: -5.28%
• YTD: 4.70%
• 6M: 8.23%
• 1Y: 23.60%
• 3Y*: 13.98%
• 5Y*: 9.57%
• 10Y*: 10.61%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ANCIX vs. DFSVX - Expense Ratio Comparison

ANCIX has a 1.74% expense ratio, which is higher than DFSVX's 0.30% expense ratio.

ANCIX

Ancora MicroCap Fund

DFSVX

DFA U.S. Small Cap Value Portfolio I

Return for Risk

ANCIX vs. DFSVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFSVX

DFSVX Risk / Return Rank: 57
DFSVX Sharpe Ratio Rank: 58
DFSVX Sortino Ratio Rank: 62
DFSVX Omega Ratio Rank: 57
DFSVX Calmar Ratio Rank: 58
DFSVX Martin Ratio Rank: 51

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ANCIX vs. DFSVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and DFA U.S. Small Cap Value Portfolio I (DFSVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ANCIX	DFSVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.03	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.44	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.45	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.51	—

Correlation

The correlation between ANCIX and DFSVX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

ANCIX vs. DFSVX - Dividend Comparison

ANCIX's dividend yield for the trailing twelve months is around 15.21%, more than DFSVX's 1.66% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ANCIX Ancora MicroCap Fund	15.21%	4.30%	0.00%	4.57%	0.00%	0.00%	0.00%	1.52%	14.15%	7.81%	1.60%	15.56%
DFSVX DFA U.S. Small Cap Value Portfolio I	1.66%	1.69%	1.47%	3.67%	6.77%	10.40%	1.96%	2.83%	7.54%	5.18%	4.18%	5.29%

Drawdowns

Drawdown Indicators

	ANCIX	DFSVX	Difference
Max Drawdown Largest peak-to-trough decline	—	-66.70%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-15.11%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-27.69%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-52.12%	—
Current Drawdown Current decline from peak	—	-7.77%	—
Average Drawdown Average peak-to-trough decline	—	-9.51%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.14%	—

Volatility

Volatility by Period

	ANCIX	DFSVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.00%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.75%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	23.31%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.67%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	23.92%	—