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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$9.42
Change-$0.46 (-4.66%)
VolumeN/A
Net Assets319.64M
American Century Small Cap Value R
Price$8.84
Change-$0.78 (-8.11%)
VolumeN/A
Net Assets4.82B
ARSZX vs ASVRX Comparison Chart
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ARSZX vs. ASVRX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.82B vs. ARSZX (320M). 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 : -4.72 vs. ASVRX (-7.22). ASVRX return over 5 years is better than : 107.97 vs. ARSZX (96.33).
| 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 | -1.397 | -5.128 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 4.82B | 7% |
| Annual Yield % from dividends | 0.53 | 0.51 | 102% |
| Returns for 1 year | -4.72 | -7.22 | 65% |
| Returns for 3 years | 3.29 | -3.79 | -87% |
| Returns for 5 years | 96.33 | 107.97 | 89% |
| Returns for 10 years | N/A | 7.10 | - |
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