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ARSMX vs VSIIX
ARSMX vs VSIIX Comparison
Open Charts ARSMX vs VSIIX
AMG River Road Small-Mid Cap Value N
Price$9.58
Change+$0.05 (+0.52%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.93
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
ARSMX vs VSIIX Comparison Chart
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ARSMX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. ARSMX (326M). VSIIX pays higher dividends than ARSMX: VSIIX (2.02) vs ARSMX (0.10). ARSMX was incepted earlier than VSIIX: ARSMX (18 years) vs VSIIX (25 years). ARSMX is a more actively managed with annual turnover of: 30.00 vs. VSIIX (16.00). ARSMX has a lower initial minimum investment than VSIIX: ARSMX (2000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.87 vs. ARSMX (3.57). VSIIX return over 5 years is better than : 47.36 vs. ARSMX (16.65).
| ARSMX | VSIIX | ARSMX / VSIIX | |
| 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 | 11.356 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 63B | 1% |
| Annual Yield % from dividends | 0.10 | 2.02 | 5% |
| Returns for 1 year | 3.57 | 11.87 | 30% |
| Returns for 3 years | 2.15 | 15.75 | 14% |
| Returns for 5 years | 16.65 | 47.36 | 35% |
| Returns for 10 years | 8.07 | 97.15 | 8% |
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