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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$10.36
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets349.73M
Invesco Small Cap Value A
Price$24.04
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets6.91B
ARSZX vs VSCAX Comparison Chart in %
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ARSZX vs. VSCAX 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 VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.91B vs. ARSZX (350M). ARSZX pays higher dividends than VSCAX: ARSZX (0.51) vs VSCAX (0.35). 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). ARSZX annual gain was more profitable for investors over the last year : 2.78 vs. VSCAX (1.43). VSCAX return over 5 years is better than : 121.34 vs. ARSZX (52.75).
| 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 | 3.293 | 2.297 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 6.91B | 5% |
| Annual Yield % from dividends | 0.51 | 0.35 | 147% |
| Returns for 1 year | 2.78 | 1.43 | 194% |
| Returns for 3 years | 17.59 | 47.78 | 37% |
| Returns for 5 years | 52.75 | 121.34 | 43% |
| Returns for 10 years | N/A | 21.25 | - |
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