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ARSMX vs DFFVX
ARSMX vs DFFVX Comparison
Open Charts ARSMX vs DFFVX
AMG River Road Small-Mid Cap Value N
Price$9.58
Change+$0.05 (+0.52%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.20
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
ARSMX vs DFFVX Comparison Chart
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ARSMX vs. DFFVX commentary
Dec 23, 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 ARSMX is a StrongBuy and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. ARSMX (326M). DFFVX pays higher dividends than ARSMX: DFFVX (1.37) vs ARSMX (0.10). ARSMX was incepted earlier than DFFVX: ARSMX (18 years) vs DFFVX (25 years). ARSMX is a more actively managed with annual turnover of: 30.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than ARSMX: DFFVX (0) vs ARSMX (2000). DFFVX annual gain was more profitable for investors over the last year : 9.08 vs. ARSMX (3.57). DFFVX return over 5 years is better than : 54.06 vs. ARSMX (16.65).
| ARSMX | DFFVX | ARSMX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 3.125 | 8.802 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 13.5B | 2% |
| Annual Yield % from dividends | 0.10 | 1.37 | 8% |
| Returns for 1 year | 3.57 | 9.08 | 39% |
| Returns for 3 years | 2.15 | 20.92 | 10% |
| Returns for 5 years | 16.65 | 54.06 | 31% |
| Returns for 10 years | 8.07 | 62.99 | 13% |
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