AMG River Road Small-Mid Cap Value Fund (ARSMX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARSMX
ARSMX charges 1.27% annually. There are 98 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | ARSMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | ARSMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | ARSMX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | ARSMX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | ARSMX vs VRTVX |
Best Risk-Adjusted Alternatives to ARSMX
ARSMX has a PortfoliosLab risk / return rank of 12. There are 124 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | ARSMX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | ARSMX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | ARSMX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | ARSMX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | ARSMX vs TASVX |
Top Performing ARSMX Alternatives (YTD)
ARSMX is at 10.07% YTD. There are 120 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | ARSMX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | ARSMX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | ARSMX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | ARSMX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | ARSMX vs RYSEX |
Lowest Volatility Alternatives to ARSMX
ARSMX has 14.37% 1-year volatility. There are 4 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | ARSMX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | ARSMX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | ARSMX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | ARSMX vs USBNX | |
| Royce Special Equity Fund | 14.49% | — | May 1998 | ARSMX vs RYSEX |
Lowest Drawdown Alternatives to ARSMX
ARSMX has a 1-year max drawdown of -10.37%. There are 77 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | ARSMX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | ARSMX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | ARSMX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | ARSMX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | ARSMX vs TSLTX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YAFFX, YACKX, MBDFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | Large Cap Value Equities | 91 | 25.82% | — | May 1997 | ARSMX vs YAFFX | |
| AMG Yacktman Fund | Large Cap Value Equities | 92 | 18.53% | — | Jul 1992 | ARSMX vs YACKX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 9 | -1.50% | — | Apr 1993 | ARSMX vs MBDFX | |
| AMG Yacktman Global Fund | Global Equities | 29 | 25.53% | — | Jan 2017 | ARSMX vs YFSIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 5 | -1.50% | — | Jan 1991 | ARSMX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 5.18% | — | Mar 2005 | ARSMX vs TMDIX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 4 | 8.93% | — | Jun 2005 | ARSMX vs ARSVX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 2 | 0.61% | — | Aug 1992 | ARSMX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 44 | 23.92% | — | Apr 1987 | ARSMX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 54 | 11.31% | — | Dec 1985 | ARSMX vs BRWIX |
Often Compared With ARSMX
Investors most often compare ARSMX with CSMIX, JMCRX, HUMDX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ARSMX with Any Fund or Stock
Compare ARSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARSMX with funds that move differently
AMG River Road Small-Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARSMX.
Explore ARSMX Diversifiers