Interact to see
Advertisement
Advertisement
ARSZX vs ASVRX
ARSZX vs ASVRX Comparison
Open Charts ARSZX vs ASVRX
AMG River Road Small-Mid Cap Value Z
Price$10.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets356.85M
American Century Small Cap Value R
Price$9.67
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets4.11B
ARSZX vs ASVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARSZX vs. ASVRX commentary
Oct 27, 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 ARSZX is a StrongBuy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.11B vs. ARSZX (357M). ARSZX pays higher dividends than ASVRX: ARSZX (0.50) vs ASVRX (0.41). ARSZX was incepted earlier than ASVRX: ARSZX (8 years) vs ASVRX (16 years). ASVRX (1.58) is less costly to investors than ARSZX (0.98). ARSZX is a more actively managed with annual turnover of: 42.00 vs. ASVRX (39.00). ASVRX has a lower initial minimum investment than ARSZX: ASVRX (2500) vs ARSZX (5000000). ARSZX annual gain was more profitable for investors over the last year : -0.94 vs. ASVRX (-8.91). ARSZX (42.06) and ASVRX (41.80) have equivalent 5 years return.
| ARSZX | ASVRX | ARSZX / ASVRX | |
| Total Expense Ratio | 0.98 | 1.58 | 62% |
| Annual Report Gross Expense Ratio | 0.98 | 1.58 | 62% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 3.792 | -4.416 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 4.11B | 9% |
| Annual Yield % from dividends | 0.50 | 0.41 | 122% |
| Returns for 1 year | -0.94 | -8.91 | 11% |
| Returns for 3 years | 14.79 | 8.70 | 170% |
| Returns for 5 years | 42.06 | 41.80 | 101% |
| Returns for 10 years | N/A | 13.99 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GEACX | 21.35 | 0.23 | +1.09% |
| GMO Resources I | |||
| BOGIX | 33.83 | 0.27 | +0.80% |
| SGI Small Cap Core Fund I Shares | |||
| ISCWX | 100.69 | 0.37 | +0.37% |
| Voya Multi-Manager International Sm Cp W | |||
| CIRFX | 79.77 | 0.26 | +0.33% |
| American Funds Capital Income Bldr 529F | |||
| IHOFX | 22.66 | 0.05 | +0.22% |
| Hartford International Opportunities F | |||