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ARSZX vs VSIIX
ARSZX vs VSIIX Comparison
Open Charts ARSZX vs VSIIX
AMG River Road Small-Mid Cap Value Z
Price$10.50
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets358.18M
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
ARSZX vs VSIIX Comparison Chart in %
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ARSZX vs. VSIIX commentary
Sep 08, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. ARSZX (358M). VSIIX pays higher dividends than ARSZX: VSIIX (1.98) vs ARSZX (0.49). ARSZX was incepted earlier than VSIIX: ARSZX (8 years) vs VSIIX (26 years). ARSZX (0.98) is less costly to investors than VSIIX (0.06). ARSZX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). ARSZX (5000000) and VSIIX (5000000) have matching initial minimum investment requirements. VSIIX annual gain was more profitable for investors over the last year : 10.21 vs. ARSZX (4.99). VSIIX return over 5 years is better than : 86.40 vs. ARSZX (49.50).
| ARSZX | VSIIX | ARSZX / VSIIX | |
| Total Expense Ratio | 0.98 | 0.06 | 1,633% |
| Annual Report Gross Expense Ratio | 0.98 | 0.06 | 1,633% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 4.790 | 6.695 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 59.2B | 1% |
| Annual Yield % from dividends | 0.49 | 1.98 | 25% |
| Returns for 1 year | 4.99 | 10.21 | 49% |
| Returns for 3 years | 16.92 | 36.67 | 46% |
| Returns for 5 years | 49.50 | 86.40 | 57% |
| Returns for 10 years | N/A | 117.87 | - |
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