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ARIMX vs DFSVX
ARIMX vs DFSVX Comparison
Open Charts ARIMX vs DFSVX
AMG River Road Small-Mid Cap Value I
Price$11.13
Change-$0.09 (-0.80%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
ARIMX vs DFSVX Comparison Chart
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ARIMX vs. DFSVX commentary
Nov 18, 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 ARIMX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. ARIMX (340M). DFSVX pays higher dividends than ARIMX: DFSVX (1.44) vs ARIMX (0.30). ARIMX was incepted earlier than DFSVX: ARIMX (17 years) vs DFSVX (32 years). ARIMX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than ARIMX: DFSVX (0) vs ARIMX (100000). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. ARIMX (20.87). DFSVX return over 5 years is better than : 56.90 vs. ARIMX (34.07).
| ARIMX | DFSVX | ARIMX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 15.217 | 14.541 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 17.4B | 2% |
| Annual Yield % from dividends | 0.30 | 1.44 | 21% |
| Returns for 1 year | 20.87 | 26.86 | 78% |
| Returns for 3 years | 5.26 | 7.13 | 74% |
| Returns for 5 years | 34.07 | 56.90 | 60% |
| Returns for 10 years | 28.70 | 48.27 | 59% |
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