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ARSVX vs DFSVX
ARSVX vs DFSVX Comparison
Open Charts ARSVX vs DFSVX
AMG River Road Small Cap Value N
Price$14.58
Change-$0.13 (-0.88%)
VolumeN/A
Net Assets1.02B
DFA US Small Cap Value I
Price$43.50
Change-$0.59 (-1.34%)
VolumeN/A
Net Assets14.79B
ARSVX vs DFSVX Comparison Chart
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ARSVX vs. DFSVX commentary
Mar 14, 2025
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 ARSVX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. ARSVX (1.02B). DFSVX pays higher dividends than ARSVX: DFSVX (1.51) vs ARSVX (0.20). ARSVX was incepted earlier than DFSVX: ARSVX (20 years) vs DFSVX (32 years). ARSVX (1.37) is less costly to investors than DFSVX (0.31). ARSVX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ARSVX: DFSVX (0) vs ARSVX (2000). DFSVX annual gain was more profitable for investors over the last year : -0.69 vs. ARSVX (-3.11). DFSVX return over 5 years is better than : 102.87 vs. ARSVX (58.15).
| ARSVX | DFSVX | ARSVX / DFSVX | |
| Total Expense Ratio | 1.37 | 0.31 | 442% |
| Annual Report Gross Expense Ratio | 1.37 | 0.31 | 442% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -5.168 | -9.112 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 14.8B | 7% |
| Annual Yield % from dividends | 0.20 | 1.51 | 13% |
| Returns for 1 year | -3.11 | -0.69 | 448% |
| Returns for 3 years | 6.35 | 6.85 | 93% |
| Returns for 5 years | 58.15 | 102.87 | 57% |
| Returns for 10 years | 21.76 | 31.83 | 68% |
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