Interact to see
Advertisement
Advertisement
ARZMX vs ASVRX
ARZMX vs ASVRX Comparison
Open Charts ARZMX vs ASVRX
AMG River Road Small Cap Value Z
Price$15.83
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets1.04B
American Century Small Cap Value R
Price$9.31
Change+$0.15 (+1.64%)
VolumeN/A
Net Assets4.53B
ARZMX vs ASVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ARZMX vs. ASVRX commentary
Jun 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 ARZMX is a Buy and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.53B vs. ARZMX (1.04B). ASVRX (0.53) and ARZMX (0.52) have matching dividends . ARZMX was incepted earlier than ASVRX: ARZMX (8 years) vs ASVRX (15 years). ASVRX (1.59) is less costly to investors than ARZMX (1.02). ASVRX is a more actively managed with annual turnover of: 46.00 vs. ARZMX (42.00). ASVRX has a lower initial minimum investment than ARZMX: ASVRX (2500) vs ARZMX (5000000). ARZMX annual gain was more profitable for investors over the last year : 0.49 vs. ASVRX (-8.68). ARZMX (39.68) and ASVRX (39.33) have equivalent 5 years return.
| ARZMX | ASVRX | ARZMX / ASVRX | |
| Total Expense Ratio | 1.02 | 1.59 | 64% |
| Annual Report Gross Expense Ratio | 1.02 | 1.59 | 64% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | -3.148 | -9.665 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 4.53B | 23% |
| Annual Yield % from dividends | 0.52 | 0.53 | 97% |
| Returns for 1 year | 0.49 | -8.68 | -6% |
| Returns for 3 years | 4.62 | -6.74 | -69% |
| Returns for 5 years | 39.68 | 39.33 | 101% |
| Returns for 10 years | N/A | 2.42 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement