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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$10.40
Change-$0.05 (-0.48%)
VolumeN/A
Net Assets354.2M
Vanguard Small Cap Value Index I
Price$48.60
Change-$0.25 (-0.51%)
VolumeN/A
Net Assets55.61B
ARSZX vs VSIIX Comparison Chart in %
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ARSZX vs. VSIIX commentary
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. ARSZX (354M). VSIIX pays higher dividends than ARSZX: VSIIX (2.12) vs ARSZX (0.51). 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 : 3.38 vs. ARSZX (0.01). VSIIX return over 5 years is better than : 83.76 vs. ARSZX (52.59).
| 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 | 3.792 | 2.377 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 55.6B | 1% |
| Annual Yield % from dividends | 0.51 | 2.12 | 24% |
| Returns for 1 year | 0.01 | 3.38 | 0% |
| Returns for 3 years | 9.52 | 24.97 | 38% |
| Returns for 5 years | 52.59 | 83.76 | 63% |
| Returns for 10 years | N/A | 98.94 | - |
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