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ARZMX vs ASVRX
ARZMX vs ASVRX Comparison
Open Charts ARZMX vs ASVRX
AMG River Road Small Cap Value Z
Price$16.46
Change-$0.13 (-0.78%)
VolumeN/A
Net Assets1.11B
American Century Small Cap Value R
Price$9.74
Change-$0.15 (-1.52%)
VolumeN/A
Net Assets4.31B
ARZMX vs ASVRX Comparison Chart in %
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ARZMX vs. ASVRX commentary
Oct 08, 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 Hold and ASVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.31B vs. ARZMX (1.11B). ARZMX pays higher dividends than ASVRX: ARZMX (0.50) vs ASVRX (0.41). ARZMX was incepted earlier than ASVRX: ARZMX (8 years) vs ASVRX (16 years). ASVRX (1.58) is less costly to investors than ARZMX (1.02). ARZMX is a more actively managed with annual turnover of: 42.00 vs. ASVRX (39.00). 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 : 2.72 vs. ASVRX (-6.75). ASVRX (46.29) and ARZMX (44.37) have equivalent 5 years return.
| ARZMX | ASVRX | ARZMX / ASVRX | |
| Total Expense Ratio | 1.02 | 1.58 | 65% |
| Annual Report Gross Expense Ratio | 1.02 | 1.58 | 65% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 2.407 | -2.241 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 4.31B | 26% |
| Annual Yield % from dividends | 0.50 | 0.41 | 121% |
| Returns for 1 year | 2.72 | -6.75 | -40% |
| Returns for 3 years | 22.29 | 17.97 | 124% |
| Returns for 5 years | 44.37 | 46.29 | 96% |
| Returns for 10 years | N/A | 15.65 | - |
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