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ARSMX vs VSCAX
ARSMX vs VSCAX Comparison
Open Charts ARSMX vs VSCAX
AMG River Road Small-Mid Cap Value N
Price$9.93
Change+$0.07 (+0.71%)
VolumeN/A
Net Assets350.68M
Invesco Small Cap Value A
Price$24.31
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets7.01B
ARSMX vs VSCAX Comparison Chart in %
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ARSMX vs. VSCAX commentary
Aug 20, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.01B vs. ARSMX (351M). VSCAX pays higher dividends than ARSMX: VSCAX (0.34) vs ARSMX (0.22). ARSMX was incepted earlier than VSCAX: ARSMX (18 years) vs VSCAX (26 years). ARSMX (1.29) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. ARSMX (42.00). VSCAX has a lower initial minimum investment than ARSMX: VSCAX (1000) vs ARSMX (2000). VSCAX annual gain was more profitable for investors over the last year : 6.52 vs. ARSMX (1.77). VSCAX return over 5 years is better than : 110.13 vs. ARSMX (40.33).
| ARSMX | VSCAX | ARSMX / VSCAX | |
| Total Expense Ratio | 1.29 | 1.12 | 115% |
| Annual Report Gross Expense Ratio | 1.29 | 1.12 | 115% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 2.601 | 3.913 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 7.01B | 5% |
| Annual Yield % from dividends | 0.22 | 0.34 | 66% |
| Returns for 1 year | 1.77 | 6.52 | 27% |
| Returns for 3 years | 5.36 | 32.92 | 16% |
| Returns for 5 years | 40.33 | 110.13 | 37% |
| Returns for 10 years | 34.41 | 34.49 | 100% |
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