AMG River Road Small Cap Value Fund (ARSVX) Alternatives
AMG River Road Small Cap Value Fund (ARSVX) 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 ARSVX. 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 ARSVX
ARSVX charges 1.35% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among ARSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | ARSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | ARSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | ARSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | ARSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | ARSVX vs VRTVX |
Best Risk-Adjusted Alternatives to ARSVX
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 | ARSVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | ARSVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | ARSVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | ARSVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | ARSVX vs MMEYX |
Top Performing ARSVX Alternatives (YTD)
ARSVX 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 | ARSVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | ARSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | ARSVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | ARSVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | ARSVX vs MMEYX |
Lowest Volatility Alternatives to ARSVX
ARSVX 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 | ARSVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | ARSVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | ARSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | ARSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | ARSVX vs TASCX |
Lowest Drawdown Alternatives to ARSVX
ARSVX 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 | ARSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | ARSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | ARSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | ARSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | ARSVX 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 | ARSVX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 21 | 8.59% | May 1, 1997 | ARSVX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 41 | -0.93% | Apr 30, 1993 | ARSVX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | ARSVX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | ARSVX vs MEQFX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -4.28% | Sep 19, 1994 | ARSVX vs CHTTX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | ARSVX vs BRWIX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 43 | 2.36% | Oct 1, 2003 | ARSVX vs SSSFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | ARSVX vs SKSEX | |
| AMG GW&K Municipal Bond Fund | Municipal Bonds | 56 | -1.16% | Jun 29, 2009 | ARSVX vs GWMIX |
Often Compared With ARSVX
What investors most often compare with ARSVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | Foreign Small & Mid Cap Equities | 54 | 7.56% | Jun 29, 2014 | ARSVX vs YASLX | |
| AMG GW&K Municipal Enhanced Yield Fund | High Yield Muni | 12 | -1.47% | Dec 29, 2005 | ARSVX vs GWMEX | |
| AMG Frontier Small Cap Growth Fund | Small Cap Growth Equities | 34 | -1.27% | Sep 24, 1997 | ARSVX vs MSSCX | |
| AMG Veritas Global Focus Fund | Large Cap Growth Equities | 0 | -12.63% | Dec 18, 2000 | ARSVX vs MFQTX | |
| AMG River Road Dividend All Cap Value Fund | Large Cap Value Equities | 1 | 1.39% | Jun 28, 2005 | ARSVX vs ARDEX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 51 | 8.16% | Jan 30, 2017 | ARSVX vs YFSIX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | ARSVX vs PRVIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 0 | -9.67% | Jan 10, 1991 | ARSVX vs BLUEX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | ARSVX vs VSCAX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | ARSVX vs HRTVX |
Compare ARSVX with Any Fund or Stock
Compare ARSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.