ARSMX vs. CSMIX
Compare and contrast key facts about AMG River Road Small-Mid Cap Value Fund (ARSMX) and Columbia Small Cap Value Fund I (CSMIX).
ARSMX is managed by AMG. It was launched on Mar 29, 2007. CSMIX is managed by Columbia. It was launched on Jul 25, 1986.
Performance
ARSMX vs. CSMIX - Performance Comparison
Loading graphics...
ARSMX vs. CSMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | -3.04% | -0.83% | 12.42% | 14.48% | -8.62% | 23.41% | 1.71% | 34.82% | -6.44% | 15.26% |
CSMIX Columbia Small Cap Value Fund I | -1.68% | 14.65% | 8.66% | 21.42% | -8.87% | 28.95% | 7.82% | 21.01% | -18.37% | 13.77% |
Returns By Period
In the year-to-date period, ARSMX achieves a -3.04% return, which is significantly lower than CSMIX's -1.68% return. Over the past 10 years, ARSMX has underperformed CSMIX with an annualized return of 9.33%, while CSMIX has yielded a comparatively higher 10.52% annualized return.
ARSMX
- 1D
- -0.11%
- 1M
- -5.33%
- YTD
- -3.04%
- 6M
- -5.91%
- 1Y
- -0.75%
- 3Y*
- 6.77%
- 5Y*
- 4.08%
- 10Y*
- 9.33%
CSMIX
- 1D
- -0.09%
- 1M
- -7.18%
- YTD
- -1.68%
- 6M
- 2.47%
- 1Y
- 22.20%
- 3Y*
- 13.53%
- 5Y*
- 7.44%
- 10Y*
- 10.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARSMX vs. CSMIX - Expense Ratio Comparison
ARSMX has a 1.27% expense ratio, which is higher than CSMIX's 1.26% expense ratio.
Return for Risk
ARSMX vs. CSMIX — Risk / Return Rank
ARSMX
CSMIX
ARSMX vs. CSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Small-Mid Cap Value Fund (ARSMX) and Columbia Small Cap Value Fund I (CSMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ARSMX | CSMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 0.97 | -0.99 |
Sortino ratioReturn per unit of downside risk | 0.10 | 1.48 | -1.38 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.19 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.18 | 1.28 | -1.46 |
Martin ratioReturn relative to average drawdown | -0.55 | 4.63 | -5.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ARSMX | CSMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 0.97 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.35 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.44 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.47 | -0.13 |
Correlation
The correlation between ARSMX and CSMIX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARSMX vs. CSMIX - Dividend Comparison
ARSMX has not paid dividends to shareholders, while CSMIX's dividend yield for the trailing twelve months is around 14.47%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | 0.00% | 0.00% | 9.27% | 3.89% | 4.85% | 5.86% | 0.00% | 3.60% | 8.60% | 15.66% | 8.03% | 17.82% |
CSMIX Columbia Small Cap Value Fund I | 14.47% | 14.23% | 6.67% | 7.57% | 6.02% | 13.34% | 0.50% | 3.58% | 9.79% | 11.56% | 11.58% | 12.73% |
Drawdowns
ARSMX vs. CSMIX - Drawdown Comparison
The maximum ARSMX drawdown since its inception was -51.75%, roughly equal to the maximum CSMIX drawdown of -53.37%. Use the drawdown chart below to compare losses from any high point for ARSMX and CSMIX.
Loading graphics...
Drawdown Indicators
| ARSMX | CSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.75% | -53.37% | +1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -14.79% | +2.54% |
Max Drawdown (5Y)Largest decline over 5 years | -19.34% | -25.98% | +6.64% |
Max Drawdown (10Y)Largest decline over 10 years | -42.96% | -48.42% | +5.46% |
Current DrawdownCurrent decline from peak | -10.31% | -10.23% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -8.95% | +0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 4.09% | -0.05% |
Volatility
ARSMX vs. CSMIX - Volatility Comparison
The current volatility for AMG River Road Small-Mid Cap Value Fund (ARSMX) is 3.68%, while Columbia Small Cap Value Fund I (CSMIX) has a volatility of 5.43%. This indicates that ARSMX experiences smaller price fluctuations and is considered to be less risky than CSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ARSMX | CSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 5.43% | -1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 11.17% | 12.70% | -1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 22.51% | -4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.87% | 21.57% | -3.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.59% | 23.92% | -4.33% |