ARSVX vs. PRVIX
Compare and contrast key facts about AMG River Road Small Cap Value Fund (ARSVX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX).
ARSVX is managed by AMG. It was launched on Jun 28, 2005. PRVIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 2000 Value Index. It was launched on Aug 28, 2015.
Performance
ARSVX vs. PRVIX - Performance Comparison
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ARSVX vs. PRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSVX AMG River Road Small Cap Value Fund | -4.60% | -7.36% | 14.05% | 14.86% | -6.49% | 21.14% | 1.84% | 38.29% | -6.96% | 11.73% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 1.00% | 21.38% | 10.96% | 12.46% | -18.42% | 25.60% | 12.58% | 25.95% | -11.49% | 12.86% |
Returns By Period
In the year-to-date period, ARSVX achieves a -4.60% return, which is significantly lower than PRVIX's 1.00% return. Over the past 10 years, ARSVX has underperformed PRVIX with an annualized return of 8.72%, while PRVIX has yielded a comparatively higher 10.74% annualized return.
ARSVX
- 1D
- -0.07%
- 1M
- -4.87%
- YTD
- -4.60%
- 6M
- -13.25%
- 1Y
- -8.00%
- 3Y*
- 4.18%
- 5Y*
- 3.03%
- 10Y*
- 8.72%
PRVIX
- 1D
- -0.92%
- 1M
- -6.73%
- YTD
- 1.00%
- 6M
- 15.65%
- 1Y
- 29.88%
- 3Y*
- 15.16%
- 5Y*
- 6.86%
- 10Y*
- 10.74%
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ARSVX vs. PRVIX - Expense Ratio Comparison
ARSVX has a 1.35% expense ratio, which is higher than PRVIX's 0.66% expense ratio.
Return for Risk
ARSVX vs. PRVIX — Risk / Return Rank
ARSVX
PRVIX
ARSVX vs. PRVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Small Cap Value Fund (ARSVX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX). 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.
| ARSVX | PRVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 1.30 | -1.69 |
Sortino ratioReturn per unit of downside risk | -0.40 | 2.08 | -2.47 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.28 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | -0.56 | 1.93 | -2.49 |
Martin ratioReturn relative to average drawdown | -1.38 | 8.07 | -9.46 |
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
| ARSVX | PRVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 1.30 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.34 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.51 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.50 | -0.11 |
Correlation
The correlation between ARSVX and PRVIX is 0.91, 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
ARSVX vs. PRVIX - Dividend Comparison
ARSVX has not paid dividends to shareholders, while PRVIX's dividend yield for the trailing twelve months is around 22.88%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSVX AMG River Road Small Cap Value Fund | 0.00% | 0.00% | 8.50% | 4.78% | 3.87% | 7.75% | 0.00% | 12.10% | 13.01% | 14.96% | 4.96% | 6.51% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 22.88% | 23.11% | 9.96% | 3.40% | 5.54% | 7.15% | 2.12% | 4.72% | 9.61% | 3.79% | 3.88% | 22.61% |
Drawdowns
ARSVX vs. PRVIX - Drawdown Comparison
The maximum ARSVX drawdown since its inception was -54.85%, which is greater than PRVIX's maximum drawdown of -40.95%. Use the drawdown chart below to compare losses from any high point for ARSVX and PRVIX.
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Drawdown Indicators
| ARSVX | PRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.85% | -40.95% | -13.90% |
Max Drawdown (1Y)Largest decline over 1 year | -16.62% | -14.06% | -2.56% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -28.00% | +8.79% |
Max Drawdown (10Y)Largest decline over 10 years | -40.52% | -40.95% | +0.43% |
Current DrawdownCurrent decline from peak | -16.96% | -8.14% | -8.82% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -8.44% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.72% | 3.65% | +3.07% |
Volatility
ARSVX vs. PRVIX - Volatility Comparison
The current volatility for AMG River Road Small Cap Value Fund (ARSVX) is 3.83%, while T. Rowe Price Small-Cap Value Fund Class I (PRVIX) has a volatility of 6.11%. This indicates that ARSVX experiences smaller price fluctuations and is considered to be less risky than PRVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARSVX | PRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 6.11% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 15.98% | -1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.60% | 23.85% | -3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.92% | 20.43% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 21.29% | -1.92% |