Ad is loading...
ARIMX vs ASVRX
ARIMX vs ASVRX Comparison
Open Charts ARIMX vs ASVRX
AMG River Road Small-Mid Cap Value I
Price$9.72
Change-$0.10 (-1.02%)
VolumeN/A
Net Assets322.48M
American Century Small Cap Value R
Price$9.47
Change-$0.21 (-2.17%)
VolumeN/A
Net Assets4.88B
ARIMX vs ASVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ARIMX vs. ASVRX commentary
Mar 11, 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 ARIMX is a StrongBuy and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.88B vs. ARIMX (322M). ASVRX pays higher dividends than ARIMX: ASVRX (0.54) vs ARIMX (0.46). ARIMX was incepted earlier than ASVRX: ARIMX (18 years) vs ASVRX (15 years). ASVRX (1.59) is less costly to investors than ARIMX (1.03). ASVRX is a more actively managed with annual turnover of: 46.00 vs. ARIMX (42.00). ASVRX has a lower initial minimum investment than ARIMX: ASVRX (2500) vs ARIMX (100000). ARIMX annual gain was more profitable for investors over the last year : -1.56 vs. ASVRX (-4.10). ASVRX return over 5 years is better than : 73.77 vs. ARIMX (62.52).
| ARIMX | ASVRX | ARIMX / ASVRX | |
| Total Expense Ratio | 1.03 | 1.59 | 65% |
| Annual Report Gross Expense Ratio | 1.03 | 1.59 | 65% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | -1.898 | -4.536 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 4.88B | 7% |
| Annual Yield % from dividends | 0.46 | 0.54 | 85% |
| Returns for 1 year | -1.56 | -4.10 | 38% |
| Returns for 3 years | 7.35 | -2.01 | -366% |
| Returns for 5 years | 62.52 | 73.77 | 85% |
| Returns for 10 years | 28.20 | 9.92 | 284% |
View a ticker or compare two or three
VS
VS
Ad is loading...