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ARSMX vs DFSVX
ARSMX vs DFSVX Comparison
Open Charts ARSMX vs DFSVX
AMG River Road Small-Mid Cap Value N
Price$9.37
Change-$0.13 (-1.37%)
VolumeN/A
Net Assets332.9M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
ARSMX vs DFSVX Comparison Chart
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ARSMX vs. DFSVX commentary
Jun 16, 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 ARSMX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. ARSMX (333M). DFSVX pays higher dividends than ARSMX: DFSVX (1.65) vs ARSMX (0.23). ARSMX was incepted earlier than DFSVX: ARSMX (18 years) vs DFSVX (32 years). ARSMX (1.29) is less costly to investors than DFSVX (0.31). ARSMX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ARSMX: DFSVX (0) vs ARSMX (2000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. ARSMX (-0.52). DFSVX return over 5 years is better than : 86.94 vs. ARSMX (48.05).
| ARSMX | DFSVX | ARSMX / DFSVX | |
| Total Expense Ratio | 1.29 | 0.31 | 416% |
| Annual Report Gross Expense Ratio | 1.29 | 0.31 | 416% |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | -2.497 | -6.462 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 14.9B | 2% |
| Annual Yield % from dividends | 0.23 | 1.65 | 14% |
| Returns for 1 year | -0.52 | 1.83 | -29% |
| Returns for 3 years | 9.32 | 19.38 | 48% |
| Returns for 5 years | 48.05 | 86.94 | 55% |
| Returns for 10 years | 17.70 | 30.89 | 57% |
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