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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$9.86
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets328.86M
American Century Small Cap Value R
Price$9.31
Change+$0.15 (+1.64%)
VolumeN/A
Net Assets4.53B
ARSZX vs ASVRX Comparison Chart
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ARSZX vs. ASVRX commentary
Jun 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 Buy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.53B vs. ARSZX (329M). ASVRX (0.53) and ARSZX (0.52) 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 : -1.62 vs. ASVRX (-8.68). ARSZX (39.69) and ASVRX (39.33) have equivalent 5 years return.
| 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 | -2.495 | -9.665 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 4.53B | 7% |
| Annual Yield % from dividends | 0.52 | 0.53 | 98% |
| Returns for 1 year | -1.62 | -8.68 | 19% |
| Returns for 3 years | 0.78 | -6.74 | -12% |
| Returns for 5 years | 39.69 | 39.33 | 101% |
| Returns for 10 years | N/A | 2.42 | - |
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