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ARZMX vs ASVRX
ARZMX vs ASVRX Comparison
Open Charts ARZMX vs ASVRX
AMG River Road Small Cap Value Z
Price$15.09
Change-$0.72 (-4.55%)
VolumeN/A
Net Assets1.04B
American Century Small Cap Value R
Price$8.84
Change-$0.78 (-8.11%)
VolumeN/A
Net Assets4.82B
ARZMX vs ASVRX Comparison Chart
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ARZMX vs. ASVRX 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 ARZMX is a Hold and ASVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.82B vs. ARZMX (1.04B). ARZMX (0.52) and ASVRX (0.51) 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 : -2.71 vs. ASVRX (-7.22). ASVRX return over 5 years is better than : 107.97 vs. ARZMX (91.33).
| 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 | -2.407 | -5.128 | 47% |
| 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 | 4.82B | 22% |
| Annual Yield % from dividends | 0.52 | 0.51 | 102% |
| Returns for 1 year | -2.71 | -7.22 | 38% |
| Returns for 3 years | 6.41 | -3.79 | -169% |
| Returns for 5 years | 91.33 | 107.97 | 85% |
| Returns for 10 years | N/A | 7.10 | - |
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