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ARSZX vs DFSVX
ARSZX vs DFSVX Comparison
Open Charts ARSZX vs DFSVX
AMG River Road Small-Mid Cap Value Z
Price$10.38
Change+$0.07 (+0.68%)
VolumeN/A
Net Assets350.57M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
ARSZX vs DFSVX Comparison Chart in %
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ARSZX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. ARSZX (351M). DFSVX pays higher dividends than ARSZX: DFSVX (1.67) vs ARSZX (0.51). ARSZX was incepted earlier than DFSVX: ARSZX (8 years) vs DFSVX (32 years). ARSZX (0.98) is less costly to investors than DFSVX (0.31). ARSZX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ARSZX: DFSVX (0) vs ARSZX (5000000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. ARSZX (6.55). DFSVX return over 5 years is better than : 105.30 vs. ARSZX (57.09).
| ARSZX | DFSVX | ARSZX / DFSVX | |
| Total Expense Ratio | 0.98 | 0.31 | 316% |
| Annual Report Gross Expense Ratio | 0.98 | 0.31 | 316% |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 3.593 | 1.067 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 16.1B | 2% |
| Annual Yield % from dividends | 0.51 | 1.67 | 30% |
| Returns for 1 year | 6.55 | 9.45 | 69% |
| Returns for 3 years | 18.33 | 32.84 | 56% |
| Returns for 5 years | 57.09 | 105.30 | 54% |
| Returns for 10 years | N/A | 45.10 | - |
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