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ARZMX vs VSIAX
ARZMX vs VSIAX Comparison
Open Charts ARZMX vs VSIAX
AMG River Road Small Cap Value Z
Price$16.25
Change-$0.11 (-0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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VS
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ARZMX vs VSIAX Comparison Chart
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ARZMX vs. VSIAX commentary
Sep 22, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. ARZMX (1.08B). VSIAX pays higher dividends than ARZMX: VSIAX (2.01) vs ARZMX (0.11). ARZMX was incepted earlier than VSIAX: ARZMX (7 years) vs VSIAX (13 years). ARZMX is a more actively managed with annual turnover of: 25.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than ARZMX: VSIAX (3000) vs ARZMX (5000000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. ARZMX (10.38). VSIAX return over 5 years is better than : 57.13 vs. ARZMX (24.72).
| ARZMX | VSIAX | ARZMX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 6.070 | 11.368 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 57.3B | 2% |
| Annual Yield % from dividends | 0.11 | 2.01 | 6% |
| Returns for 1 year | 10.38 | 25.86 | 40% |
| Returns for 3 years | 7.47 | 21.48 | 35% |
| Returns for 5 years | 24.72 | 57.13 | 43% |
| Returns for 10 years | N/A | 109.18 | - |