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 a closer substitute for your current allocation.
Cheapest Alternatives to ARSVX
ARSVX charges 1.35% annually. There are 103 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 | ARSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | ARSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | ARSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | ARSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | ARSVX vs VRTVX |
Best Risk-Adjusted Alternatives to ARSVX
ARSVX has a PortfoliosLab risk / return rank of 2. There are 126 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | ARSVX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | ARSVX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | ARSVX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | ARSVX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | ARSVX vs AVALX |
Top Performing ARSVX Alternatives (YTD)
ARSVX is at 3.07% YTD. There are 124 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | ARSVX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | ARSVX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | ARSVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | ARSVX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | ARSVX vs WSCVX |
Lowest Volatility Alternatives to ARSVX
ARSVX has 17.14% 1-year volatility. There are 44 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | ARSVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | ARSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | ARSVX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | ARSVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | ARSVX vs ARSMX |
Lowest Drawdown Alternatives to ARSVX
ARSVX has a 1-year max drawdown of -16.62%. There are 125 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 | ARSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | ARSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | ARSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | ARSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | ARSVX vs TSLTX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 8 | 14.69% | — | Jul 1992 | ARSVX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 14 | 23.48% | — | May 1997 | ARSVX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 15 | -0.16% | — | Apr 1993 | ARSVX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 19 | 22.44% | — | Jan 2017 | ARSVX vs YFSIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -8.03% | — | Jan 1991 | ARSVX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.38% | — | Mar 2005 | ARSVX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -4.74% | — | Aug 1992 | ARSVX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 42 | 24.85% | — | Apr 1987 | ARSVX vs SKSEX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 71 | 15.33% | — | Dec 1985 | ARSVX vs BRWIX | |
| AMG River Road Dividend All Cap Value Fund | Large Cap Value Equities | 1 | 10.23% | — | Jun 2005 | ARSVX vs ARDEX |
Often Compared With ARSVX
Investors most often compare ARSVX with MSSCX, MFQTX, YASLX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare ARSVX with Any Fund or Stock
Compare ARSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARSVX with funds that move differently
AMG River Road Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARSVX.
Explore ARSVX Diversifiers