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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$10.41
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets356.36M
Invesco Small Cap Value A
Price$25.74
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets7.44B
ARSZX vs VSCAX Comparison Chart in %
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ARSZX vs. VSCAX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.44B vs. ARSZX (356M). ARSZX pays higher dividends than VSCAX: ARSZX (0.49) vs VSCAX (0.32). 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 : 11.27 vs. ARSZX (2.26). VSCAX return over 5 years is better than : 120.26 vs. ARSZX (48.50).
| 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 | 4.092 | 9.017 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 7.44B | 5% |
| Annual Yield % from dividends | 0.49 | 0.32 | 151% |
| Returns for 1 year | 2.26 | 11.27 | 20% |
| Returns for 3 years | 17.97 | 47.88 | 38% |
| Returns for 5 years | 48.50 | 120.26 | 40% |
| Returns for 10 years | N/A | 42.33 | - |
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