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ARSIX vs DFSVX
ARSIX vs DFSVX Comparison
Open Charts ARSIX vs DFSVX
AMG River Road Small Cap Value I
Price$16.74
Change+$0.07 (+0.42%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
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ARSIX vs DFSVX Comparison Chart
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ARSIX vs. DFSVX commentary
Oct 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 ARSIX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. ARSIX (1.11B). DFSVX pays higher dividends than ARSIX: DFSVX (1.44) vs ARSIX (0.04). ARSIX was incepted earlier than DFSVX: ARSIX (18 years) vs DFSVX (32 years). ARSIX (25.00) and DFSVX (25.00) have comparable annual turnover. DFSVX has a lower initial minimum investment than ARSIX: DFSVX (0) vs ARSIX (100000). DFSVX annual gain was more profitable for investors over the last year : 25.49 vs. ARSIX (9.29). DFSVX return over 5 years is better than : 60.36 vs. ARSIX (26.61).
| ARSIX | DFSVX | ARSIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 7.456 | 11.502 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 17B | 7% |
| Annual Yield % from dividends | 0.04 | 1.44 | 3% |
| Returns for 1 year | 9.29 | 25.49 | 36% |
| Returns for 3 years | 3.51 | 11.27 | 31% |
| Returns for 5 years | 26.61 | 60.36 | 44% |
| Returns for 10 years | 28.24 | 56.09 | 50% |
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