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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$10.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ARSMX vs DFSVX Comparison Chart
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ARSMX vs. DFSVX commentary
Nov 22, 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: 17.5B vs. ARSMX (340M). 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 : 27.42 vs. ARSMX (19.36). DFSVX return over 5 years is better than : 61.43 vs. ARSMX (32.90).
| 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 | 15.252 | 16.319 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 17.5B | 2% |
| Annual Yield % from dividends | 0.10 | 1.44 | 7% |
| Returns for 1 year | 19.36 | 27.42 | 71% |
| Returns for 3 years | 5.22 | 10.57 | 49% |
| Returns for 5 years | 32.90 | 61.43 | 54% |
| Returns for 10 years | 22.15 | 48.14 | 46% |
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