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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$9.44
Change+$0.12 (+1.29%)
VolumeN/A
Net Assets303.07M
American Century Small Cap Value R
Price$8.99
Change+$0.17 (+1.93%)
VolumeN/A
Net Assets4.42B
ARSZX vs ASVRX Comparison Chart
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ARSZX vs. ASVRX commentary
Apr 25, 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 Buy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.42B vs. ARSZX (303M). ARSZX (0.53) and ASVRX (0.51) have matching dividends . 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). ASVRX is a more actively managed with annual turnover of: 46.00 vs. ARSZX (42.00). 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 : -7.08 vs. ASVRX (-12.85). ASVRX return over 5 years is better than : 69.41 vs. ARSZX (63.05).
| 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 | -6.986 | -13.018 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 4.42B | 7% |
| Annual Yield % from dividends | 0.53 | 0.51 | 102% |
| Returns for 1 year | -7.08 | -12.85 | 55% |
| Returns for 3 years | -2.36 | -8.36 | 28% |
| Returns for 5 years | 63.05 | 69.41 | 91% |
| Returns for 10 years | N/A | -1.16 | - |
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