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ARSZX vs VSCAX
ARSZX vs VSCAX Comparison
Open Charts ARSZX vs VSCAX
AMG River Road Small-Mid Cap Value Z
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets343.29M
Invesco Small Cap Value A
Price$23.74
Change-$0.16 (-0.67%)
VolumeN/A
Net Assets6.87B
ARSZX vs VSCAX Comparison Chart in %
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ARSZX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.87B vs. ARSZX (343M). ARSZX pays higher dividends than VSCAX: ARSZX (0.50) vs VSCAX (0.34). ARSZX was incepted earlier than VSCAX: ARSZX (8 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than ARSZX (0.98). VSCAX is a more actively managed with annual turnover of: 52.00 vs. ARSZX (42.00). VSCAX has a lower initial minimum investment than ARSZX: VSCAX (1000) vs ARSZX (5000000). VSCAX annual gain was more profitable for investors over the last year : 11.07 vs. ARSZX (4.41). VSCAX return over 5 years is better than : 106.09 vs. ARSZX (41.77).
| ARSZX | VSCAX | ARSZX / VSCAX | |
| Total Expense Ratio | 0.98 | 1.12 | 87% |
| Annual Report Gross Expense Ratio | 0.98 | 1.12 | 87% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 1.198 | 1.659 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 6.87B | 5% |
| Annual Yield % from dividends | 0.50 | 0.34 | 148% |
| Returns for 1 year | 4.41 | 11.07 | 40% |
| Returns for 3 years | 8.14 | 34.67 | 23% |
| Returns for 5 years | 41.77 | 106.09 | 39% |
| Returns for 10 years | N/A | 24.40 | - |
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