Ad is loading...
ARSMX vs VSIIX
ARSMX vs VSIIX Comparison
Open Charts ARSMX vs VSIIX
AMG River Road Small-Mid Cap Value N
Price$10.90
Change-$0.10 (-0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.72
Change-$0.63 (-1.23%)
VolumeN/A
CapitalizationN/A
ARSMX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ARSMX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. ARSMX (349M). 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 : 37.62 vs. ARSMX (25.72). VSIIX return over 5 years is better than : 63.69 vs. ARSMX (35.57).
| 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 | 18.153 | 19.302 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 57.6B | 1% |
| Annual Yield % from dividends | 0.10 | 2.02 | 5% |
| Returns for 1 year | 25.72 | 37.62 | 68% |
| Returns for 3 years | 6.40 | 17.14 | 37% |
| Returns for 5 years | 35.57 | 63.69 | 56% |
| Returns for 10 years | 26.37 | 116.16 | 23% |