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ARSMX vs DFSVX
ARSMX vs DFSVX Comparison
Open Charts ARSMX vs DFSVX
AMG River Road Small-Mid Cap Value N
Price$10.90
Change-$0.10 (-0.91%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$51.85
Change-$0.68 (-1.29%)
VolumeN/A
CapitalizationN/A
ARSMX vs DFSVX Comparison Chart
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ARSMX vs. DFSVX commentary
Nov 13, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18B vs. ARSMX (349M). DFSVX pays higher dividends than ARSMX: DFSVX (1.44) vs ARSMX (0.10). ARSMX was incepted earlier than DFSVX: ARSMX (18 years) vs DFSVX (32 years). ARSMX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than ARSMX: DFSVX (0) vs ARSMX (2000). DFSVX annual gain was more profitable for investors over the last year : 33.78 vs. ARSMX (25.72). DFSVX return over 5 years is better than : 60.38 vs. ARSMX (35.57).
| ARSMX | DFSVX | ARSMX / 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 | 18.153 | 16.702 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 18B | 2% |
| Annual Yield % from dividends | 0.10 | 1.44 | 7% |
| Returns for 1 year | 25.72 | 33.78 | 76% |
| Returns for 3 years | 6.40 | 9.15 | 70% |
| Returns for 5 years | 35.57 | 60.38 | 59% |
| Returns for 10 years | 26.37 | 50.61 | 52% |
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