ARSMX vs. VISVX
Compare and contrast key facts about AMG River Road Small-Mid Cap Value Fund (ARSMX) and Vanguard Small Cap Value Index Fund (VISVX).
ARSMX is managed by AMG. It was launched on Mar 29, 2007. VISVX is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on May 21, 1998.
Performance
ARSMX vs. VISVX - Performance Comparison
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ARSMX vs. VISVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | -1.68% | -0.83% | 12.42% | 14.48% | -8.62% | 23.41% | 1.71% | 34.82% | -6.44% | 15.26% |
VISVX Vanguard Small Cap Value Index Fund | 3.09% | 8.27% | 11.21% | 16.92% | -9.43% | 27.97% | 5.68% | 22.61% | -12.35% | 11.67% |
Returns By Period
In the year-to-date period, ARSMX achieves a -1.68% return, which is significantly lower than VISVX's 3.09% return. Both investments have delivered pretty close results over the past 10 years, with ARSMX having a 9.48% annualized return and VISVX not far ahead at 9.85%.
ARSMX
- 1D
- 1.41%
- 1M
- -4.29%
- YTD
- -1.68%
- 6M
- -4.87%
- 1Y
- 0.11%
- 3Y*
- 7.27%
- 5Y*
- 4.09%
- 10Y*
- 9.48%
VISVX
- 1D
- 2.30%
- 1M
- -5.21%
- YTD
- 3.09%
- 6M
- 4.77%
- 1Y
- 18.42%
- 3Y*
- 13.00%
- 5Y*
- 7.29%
- 10Y*
- 9.85%
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ARSMX vs. VISVX - Expense Ratio Comparison
ARSMX has a 1.27% expense ratio, which is higher than VISVX's 0.19% expense ratio.
Return for Risk
ARSMX vs. VISVX — Risk / Return Rank
ARSMX
VISVX
ARSMX vs. VISVX - 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 Vanguard Small Cap Value Index Fund (VISVX). 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 | VISVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.04 | 0.91 | -0.88 |
Sortino ratioReturn per unit of downside risk | 0.18 | 1.41 | -1.22 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.19 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.07 | 1.36 | -1.43 |
Martin ratioReturn relative to average drawdown | -0.21 | 5.58 | -5.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARSMX | VISVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 0.91 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.37 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.45 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.39 | -0.04 |
Correlation
The correlation between ARSMX and VISVX is 0.94, 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. VISVX - Dividend Comparison
ARSMX has not paid dividends to shareholders, while VISVX's dividend yield for the trailing twelve months is around 1.78%.
| 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% |
VISVX Vanguard Small Cap Value Index Fund | 1.78% | 1.28% | 1.86% | 1.98% | 1.90% | 1.63% | 1.58% | 1.95% | 2.20% | 1.68% | 1.42% | 1.85% |
Drawdowns
ARSMX vs. VISVX - Drawdown Comparison
The maximum ARSMX drawdown since its inception was -51.75%, smaller than the maximum VISVX drawdown of -62.15%. Use the drawdown chart below to compare losses from any high point for ARSMX and VISVX.
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Drawdown Indicators
| ARSMX | VISVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.75% | -62.15% | +10.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -14.15% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -19.34% | -24.60% | +5.26% |
Max Drawdown (10Y)Largest decline over 10 years | -42.96% | -45.39% | +2.43% |
Current DrawdownCurrent decline from peak | -9.05% | -6.15% | -2.90% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -9.07% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 3.44% | +0.63% |
Volatility
ARSMX vs. VISVX - Volatility Comparison
The current volatility for AMG River Road Small-Mid Cap Value Fund (ARSMX) is 4.00%, while Vanguard Small Cap Value Index Fund (VISVX) has a volatility of 5.52%. This indicates that ARSMX experiences smaller price fluctuations and is considered to be less risky than VISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSMX | VISVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 5.52% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.20% | 11.25% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 20.69% | -2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 19.85% | -1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 21.82% | -2.22% |