MSSCX vs. ARSVX
MSSCX (AMG Frontier Small Cap Growth Fund) and ARSVX (AMG River Road Small Cap Value Fund) are both mutual funds - MSSCX is a Small Cap Growth Equities fund managed by AMG, while ARSVX is a Small Cap Value Equities fund managed by AMG. Over the past 10 years, MSSCX returned 15.03%/yr vs 9.64%/yr for ARSVX. Their correlation of 0.84 means they have usually moved in the same direction. MSSCX charges 0.94%/yr vs 1.35%/yr for ARSVX.
Performance
MSSCX vs. ARSVX - Performance Comparison
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Returns By Period
In the year-to-date period, MSSCX achieves a 13.97% return, which is significantly higher than ARSVX's 9.41% return. Over the past 10 years, MSSCX has outperformed ARSVX with an annualized return of 15.03%, while ARSVX has yielded a comparatively lower 9.64% annualized return.
MSSCX
- 1D
- 1.89%
- 1M
- -7.16%
- 6M
- 8.02%
- YTD
- 13.97%
- 1Y
- 25.96%
- 3Y*
- 9.97%
- 5Y*
- 6.08%
- 10Y*
- 15.03%
- ALL TIME*
- 8.78%
ARSVX
- 1D
- -1.26%
- 1M
- 1.88%
- 6M
- 7.91%
- YTD
- 9.41%
- 1Y
- 2.62%
- 3Y*
- 6.77%
- 5Y*
- 5.53%
- 10Y*
- 9.64%
- ALL TIME*
- 8.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MSSCX vs. ARSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSSCX AMG Frontier Small Cap Growth Fund | 13.97% | 7.63% | 10.88% | 23.41% | -21.47% | 16.33% | 39.13% | 46.03% | 2.22% | 21.23% |
ARSVX AMG River Road Small Cap Value Fund | 9.41% | -7.36% | 14.05% | 14.86% | -6.49% | 21.14% | 1.84% | 38.29% | -6.96% | 11.73% |
Correlation
The correlation between MSSCX and ARSVX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.73 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2005 | 0.84 |
Over the past year, the correlation between MSSCX and ARSVX has dropped to 0.54 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
MSSCX vs. ARSVX — Risk / Return Rank
MSSCX
ARSVX
MSSCX vs. ARSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Frontier Small Cap Growth Fund (MSSCX) and AMG River Road Small Cap Value Fund (ARSVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSSCX | ARSVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.83 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.02 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 0.00 | +1.95 |
| Martin ratioReturn relative to average drawdown | 5.48 | 0.01 | +5.47 |
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Drawdowns
MSSCX vs. ARSVX - Drawdown Comparison
The maximum MSSCX drawdown since its inception was -78.46%, which is greater than ARSVX's maximum drawdown of -54.85%. Use the drawdown chart below to compare losses from any high point for MSSCX and ARSVX.
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Drawdown Indicators
| MSSCX | ARSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.46% | -54.85% | -23.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.25% | -16.62% | +5.37% |
Max Drawdown (3Y)Largest decline over 3 years | -33.02% | -19.21% | -13.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.02% | -19.21% | -13.81% |
Max Drawdown (10Y)Largest decline over 10 years | -46.70% | -40.52% | -6.18% |
Current DrawdownCurrent decline from peak | -9.57% | -4.76% | -4.81% |
Average DrawdownAverage peak-to-trough decline | -28.07% | -8.67% | -19.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 8.52% | -4.51% |
Volatility
MSSCX vs. ARSVX - Volatility Comparison
AMG Frontier Small Cap Growth Fund (MSSCX) has a higher volatility of 6.49% compared to AMG River Road Small Cap Value Fund (ARSVX) at 3.91%. This indicates that MSSCX's price experiences larger fluctuations and is considered to be riskier than ARSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSSCX | ARSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 3.91% | +2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 19.25% | 9.19% | +10.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.51% | 17.04% | +9.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.52% | 17.81% | +8.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.54% | 19.31% | +7.23% |
MSSCX vs. ARSVX - Expense Ratio Comparison
MSSCX has a 0.94% expense ratio, which is lower than ARSVX's 1.35% expense ratio.
Dividends
MSSCX vs. ARSVX - Dividend Comparison
Neither MSSCX nor ARSVX has paid dividends to shareholders.
| Position | 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% |
MSSCX AMG Frontier Small Cap Growth Fund | 0.00% | 0.00% | 9.23% | 1.14% | 0.00% | 43.52% | 3.34% | 17.24% | 59.21% | 27.92% | 0.43% | 28.21% |
Frequently Asked Questions
MSSCX and ARSVX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSSCX has higher volatility (6.49%) compared to ARSVX (3.91%). In terms of maximum drawdown, MSSCX dropped -78.46% vs ARSVX's -54.85%.
MSSCX currently has the higher Sharpe Ratio (0.83 vs 0.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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