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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$9.88
Change+$0.12 (+1.23%)
VolumeN/A
Net Assets315.99M
Invesco Small Cap Value A
Price$22.52
Change+$0.42 (+1.90%)
VolumeN/A
Net Assets6.22B
ARSZX vs VSCAX Comparison Chart
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ARSZX vs. VSCAX commentary
Apr 04, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.22B vs. ARSZX (316M). 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). VSCAX annual gain was more profitable for investors over the last year : -1.63 vs. ARSZX (-5.51). VSCAX return over 5 years is better than : 210.31 vs. ARSZX (93.94).
| 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 | -2.595 | -5.997 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 6.22B | 5% |
| Annual Yield % from dividends | 0.53 | 0.37 | 144% |
| Returns for 1 year | -5.51 | -1.63 | 339% |
| Returns for 3 years | 1.62 | 11.60 | 14% |
| Returns for 5 years | 93.94 | 210.31 | 45% |
| Returns for 10 years | N/A | 8.45 | - |
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