ANCIX vs. PRVIX

Last updated Apr 1, 2026

Compare and contrast key facts about Ancora MicroCap Fund (ANCIX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX).

ANCIX is managed by Ancora. It was launched on Sep 2, 2008. PRVIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 2000 Value Index. It was launched on Aug 28, 2015.

Performance

ANCIX vs. PRVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ancora MicroCap Fund (ANCIX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX). The values are adjusted to include any dividend payments, if applicable.

ANCIX vs. PRVIX - 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%
PRVIX T. Rowe Price Small-Cap Value Fund Class I	1.00%	21.38%	10.96%	12.46%	-18.42%	25.60%	12.58%	25.95%	-11.49%	12.86%

Returns By Period

ANCIX

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

PRVIX

• 1D: -0.92%
• 1M: -6.73%
• YTD: 1.00%
• 6M: 15.65%
• 1Y: 29.88%
• 3Y*: 15.16%
• 5Y*: 6.86%
• 10Y*: 10.74%

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

ANCIX vs. PRVIX - Expense Ratio Comparison

ANCIX has a 1.74% expense ratio, which is higher than PRVIX's 0.66% expense ratio.

ANCIX

Ancora MicroCap Fund

PRVIX

T. Rowe Price Small-Cap Value Fund Class I

Return for Risk

ANCIX vs. PRVIX — Risk / Return Rank

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

PRVIX

PRVIX Risk / Return Rank: 78
PRVIX Sharpe Ratio Rank: 73
PRVIX Sortino Ratio Rank: 81
PRVIX Omega Ratio Rank: 73
PRVIX Calmar Ratio Rank: 80
PRVIX Martin Ratio Rank: 81

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. PRVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX). 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	PRVIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.30	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.34	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.51	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.50	—

Correlation

The correlation between ANCIX and PRVIX is 0.82, 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. PRVIX - Dividend Comparison

ANCIX's dividend yield for the trailing twelve months is around 15.21%, less than PRVIX's 22.88% 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%
PRVIX T. Rowe Price Small-Cap Value Fund Class I	22.88%	23.11%	9.96%	3.40%	5.54%	7.15%	2.12%	4.72%	9.61%	3.79%	3.88%	22.61%

Drawdowns

Drawdown Indicators

	ANCIX	PRVIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-40.95%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.06%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.00%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.95%	—
Current Drawdown Current decline from peak	—	-8.14%	—
Average Drawdown Average peak-to-trough decline	—	-8.44%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.65%	—

Volatility

Volatility by Period

	ANCIX	PRVIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.11%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.98%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	23.85%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	20.43%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.29%	—