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ARSZX vs VSCAX
ARSZX vs VSCAX Comparison
Open Charts ARSZX vs VSCAX
AMG River Road Small-Mid Cap Value Z
Price$10.21
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets349.18M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
ARSZX vs VSCAX Comparison Chart in %
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ARSZX vs. VSCAX 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. ARSZX (349M). ARSZX pays higher dividends than VSCAX: ARSZX (0.50) vs VSCAX (0.32). ARSZX was incepted earlier than VSCAX: ARSZX (8 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than ARSZX (0.98). VSCAX is a more actively managed with annual turnover of: 52.00 vs. ARSZX (42.00). VSCAX has a lower initial minimum investment than ARSZX: VSCAX (1000) vs ARSZX (5000000). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. ARSZX (-4.64). VSCAX return over 5 years is better than : 106.26 vs. ARSZX (40.22).
| ARSZX | VSCAX | ARSZX / VSCAX | |
| Total Expense Ratio | 0.98 | 1.10 | 89% |
| Annual Report Gross Expense Ratio | 0.98 | 1.10 | 89% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 1.896 | 8.932 | 21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 7.55B | 5% |
| Annual Yield % from dividends | 0.50 | 0.32 | 158% |
| Returns for 1 year | -4.64 | 2.33 | -199% |
| Returns for 3 years | 14.71 | 49.64 | 30% |
| Returns for 5 years | 40.22 | 106.26 | 38% |
| Returns for 10 years | N/A | 39.02 | - |
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