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ARZMX vs ASVRX
ARZMX vs ASVRX Comparison
Open Charts ARZMX vs ASVRX
AMG River Road Small Cap Value Z
Price$16.56
Change-$0.13 (-0.78%)
VolumeN/A
CapitalizationN/A
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
ARZMX vs ASVRX Comparison Chart
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ARZMX vs. ASVRX commentary
Dec 19, 2024
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: 5.19B vs. ARZMX (1.13B). ASVRX pays higher dividends than ARZMX: ASVRX (0.47) vs ARZMX (0.11). ARZMX was incepted earlier than ASVRX: ARZMX (7 years) vs ASVRX (15 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. ARZMX (25.00). 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 : 11.37 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. ARZMX (25.50).
| ARZMX | ASVRX | ARZMX / ASVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 9.477 | 4.327 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 5.19B | 22% |
| Annual Yield % from dividends | 0.11 | 0.47 | 24% |
| Returns for 1 year | 11.37 | 6.29 | 181% |
| Returns for 3 years | 13.16 | -3.43 | -384% |
| Returns for 5 years | 25.50 | 33.69 | 76% |
| Returns for 10 years | N/A | 23.23 | - |
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