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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$10.36
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets349.73M
American Century Small Cap Value R
Price$9.85
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets4.79B
ARSZX vs ASVRX Comparison Chart in %
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ARSZX vs. ASVRX commentary
Jul 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.79B vs. ARSZX (350M). ARSZX pays higher dividends than ASVRX: ARSZX (0.51) vs ASVRX (0.42). 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 : 2.78 vs. ASVRX (-5.26). ASVRX return over 5 years is better than : 63.50 vs. ARSZX (52.75).
| 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 | 3.293 | -2.555 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 4.79B | 7% |
| Annual Yield % from dividends | 0.51 | 0.42 | 121% |
| Returns for 1 year | 2.78 | -5.26 | -53% |
| Returns for 3 years | 17.59 | 11.53 | 153% |
| Returns for 5 years | 52.75 | 63.50 | 83% |
| Returns for 10 years | N/A | 9.64 | - |
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