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ARSZX vs DFFVX
ARSZX vs DFFVX Comparison
Open Charts ARSZX vs DFFVX
AMG River Road Small-Mid Cap Value Z
Price$10.38
Change+$0.07 (+0.68%)
VolumeN/A
Net Assets350.57M
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
ARSZX vs DFFVX Comparison Chart in %
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ARSZX vs. DFFVX commentary
Jul 07, 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 Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. ARSZX (351M). DFFVX pays higher dividends than ARSZX: DFFVX (1.63) vs ARSZX (0.51). ARSZX was incepted earlier than DFFVX: ARSZX (8 years) vs DFFVX (25 years). ARSZX (0.98) is less costly to investors than DFFVX (0.30). ARSZX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than ARSZX: DFFVX (0) vs ARSZX (5000000). DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. ARSZX (6.55). DFFVX return over 5 years is better than : 116.56 vs. ARSZX (57.09).
| ARSZX | DFFVX | ARSZX / DFFVX | |
| Total Expense Ratio | 0.98 | 0.29 | 338% |
| Annual Report Gross Expense Ratio | 0.98 | 0.30 | 327% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 3.593 | 2.331 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 13.4B | 3% |
| Annual Yield % from dividends | 0.51 | 1.63 | 31% |
| Returns for 1 year | 6.55 | 11.79 | 56% |
| Returns for 3 years | 18.33 | 37.51 | 49% |
| Returns for 5 years | 57.09 | 116.56 | 49% |
| Returns for 10 years | N/A | 62.84 | - |
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