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ARSZX vs ASVRX
ARSZX vs ASVRX Comparison
Open Charts ARSZX vs ASVRX
AMG River Road Small-Mid Cap Value Z
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets343.29M
American Century Small Cap Value R
Price$9.54
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets4.48B
ARSZX vs ASVRX Comparison Chart in %
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ARSZX vs. ASVRX commentary
Aug 07, 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 Hold and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.48B vs. ARSZX (343M). ARSZX pays higher dividends than ASVRX: ARSZX (0.50) vs ASVRX (0.41). ARSZX was incepted earlier than ASVRX: ARSZX (8 years) vs ASVRX (15 years). ASVRX (1.59) 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 : 4.41 vs. ASVRX (-4.01). ASVRX return over 5 years is better than : 45.28 vs. ARSZX (41.77).
| ARSZX | ASVRX | ARSZX / ASVRX | |
| Total Expense Ratio | 0.98 | 1.59 | 62% |
| Annual Report Gross Expense Ratio | 0.98 | 1.59 | 62% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 1.198 | -5.517 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 4.48B | 8% |
| Annual Yield % from dividends | 0.50 | 0.41 | 122% |
| Returns for 1 year | 4.41 | -4.01 | -110% |
| Returns for 3 years | 8.14 | -0.30 | -2,674% |
| Returns for 5 years | 41.77 | 45.28 | 92% |
| Returns for 10 years | N/A | 10.02 | - |
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