AMG River Road Small-Mid Cap Value Fund (ARSMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ARSMX
ARSMX charges 1.27% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among ARSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | ARSMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | ARSMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | ARSMX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | ARSMX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | ARSMX vs VRTVX |
Best Risk-Adjusted Alternatives to ARSMX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | ARSMX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | ARSMX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | ARSMX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | ARSMX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | ARSMX vs MMEYX |
Top Performing ARSMX Alternatives (YTD)
ARSMX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | ARSMX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | ARSMX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | ARSMX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | ARSMX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | ARSMX vs MMEYX |
Lowest Volatility Alternatives to ARSMX
ARSMX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | ARSMX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | ARSMX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | ARSMX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | ARSMX vs TASCX | |
| VELA Small Cap Fund | 18.97% | Sep 29, 2020 | ARSMX vs VESMX |
Lowest Drawdown Alternatives to ARSMX
ARSMX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | ARSMX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | ARSMX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | ARSMX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | ARSMX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | ARSMX vs JMCRX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 10 | 4.19% | Jul 6, 1992 | ARSMX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 21 | 8.59% | May 1, 1997 | ARSMX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 41 | -0.93% | Apr 30, 1993 | ARSMX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | ARSMX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | ARSMX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -4.60% | Jun 28, 2005 | ARSMX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -4.28% | Sep 19, 1994 | ARSMX vs CHTTX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | ARSMX vs BRWIX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 43 | 2.36% | Oct 1, 2003 | ARSMX vs SSSFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | ARSMX vs SKSEX |
Often Compared With ARSMX
What investors most often compare with ARSMX, 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.