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ARSZX vs ASVRX
ARSZX vs ASVRX Comparison
Open Charts ARSZX vs ASVRX
AMG River Road Small-Mid Cap Value Z
Price$10.21
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets349.18M
American Century Small Cap Value R
Price$9.46
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets4.09B
ARSZX vs ASVRX Comparison Chart in %
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ARSZX vs. ASVRX commentary
Oct 18, 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 ARSZX is a Hold and ASVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.09B vs. ARSZX (349M). ARSZX pays higher dividends than ASVRX: ARSZX (0.50) vs ASVRX (0.41). ARSZX was incepted earlier than ASVRX: ARSZX (8 years) vs ASVRX (16 years). ASVRX (1.58) is less costly to investors than ARSZX (0.98). ARSZX is a more actively managed with annual turnover of: 42.00 vs. ASVRX (39.00). ASVRX has a lower initial minimum investment than ARSZX: ASVRX (2500) vs ARSZX (5000000). ARSZX annual gain was more profitable for investors over the last year : -4.64 vs. ASVRX (-13.88). ASVRX (40.55) and ARSZX (40.22) have equivalent 5 years return.
| ARSZX | ASVRX | ARSZX / ASVRX | |
| Total Expense Ratio | 0.98 | 1.58 | 62% |
| Annual Report Gross Expense Ratio | 0.98 | 1.58 | 62% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 1.896 | -6.492 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 4.09B | 9% |
| Annual Yield % from dividends | 0.50 | 0.41 | 122% |
| Returns for 1 year | -4.64 | -13.88 | 33% |
| Returns for 3 years | 14.71 | 8.87 | 166% |
| Returns for 5 years | 40.22 | 40.55 | 99% |
| Returns for 10 years | N/A | 10.25 | - |
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