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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$10.18
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets364.08M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
ARSZX vs VSCAX Comparison Chart in %
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ARSZX vs. VSCAX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. ARSZX (364M). ARSZX pays higher dividends than VSCAX: ARSZX (0.51) vs VSCAX (0.23). ARSZX was incepted earlier than VSCAX: ARSZX (8 years) vs VSCAX (27 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 (36.00). 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 : 18.26 vs. ARSZX (0.32). VSCAX return over 5 years is better than : 68.92 vs. ARSZX (14.84).
| 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 | 27 years | - |
| Gain YTD | 2.209 | 12.643 | 17% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 9.42B | 4% |
| Annual Yield % from dividends | 0.51 | 0.23 | 223% |
| Returns for 1 year | 0.32 | 18.26 | 2% |
| Returns for 3 years | 7.20 | 51.27 | 14% |
| Returns for 5 years | 14.84 | 68.92 | 22% |
| Returns for 10 years | N/A | 108.32 | - |
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