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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$9.44
Change+$0.12 (+1.29%)
VolumeN/A
Net Assets303.07M
Invesco Small Cap Value A
Price$21.01
Change+$0.55 (+2.69%)
VolumeN/A
Net Assets5.77B
ARSZX vs VSCAX Comparison Chart
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ARSZX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.77B vs. ARSZX (303M). ARSZX pays higher dividends than VSCAX: ARSZX (0.53) vs VSCAX (0.37). 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). ARSZX (42.00) and VSCAX (40.00) have comparable annual turnover. VSCAX has a lower initial minimum investment than ARSZX: VSCAX (1000) vs ARSZX (5000000). ARSZX (-7.08) and VSCAX (-7.11) have marching annual gain over last year. VSCAX return over 5 years is better than : 144.54 vs. ARSZX (63.05).
| 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 | -6.986 | -12.973 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 5.77B | 5% |
| Annual Yield % from dividends | 0.53 | 0.37 | 144% |
| Returns for 1 year | -7.08 | -7.11 | 100% |
| Returns for 3 years | -2.36 | 10.08 | -23% |
| Returns for 5 years | 63.05 | 144.54 | 44% |
| Returns for 10 years | N/A | 0.40 | - |
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