MSSCX vs. MEQFX
MSSCX (AMG Frontier Small Cap Growth Fund) and MEQFX (AMG River Road Large Cap Value Select Fund) are both mutual funds - MSSCX is a Small Cap Growth Equities fund managed by AMG, while MEQFX is a Large Cap Blend Equities fund managed by AMG. Over the past 10 years, MSSCX returned 15.03%/yr vs 10.81%/yr for MEQFX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. MSSCX charges 0.94%/yr vs 0.64%/yr for MEQFX.
Performance
MSSCX vs. MEQFX - 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 MEQFX's 0.15% return. Over the past 10 years, MSSCX has outperformed MEQFX with an annualized return of 15.03%, while MEQFX has yielded a comparatively lower 10.81% 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%
MEQFX
- 1D
- -0.46%
- 1M
- 0.51%
- 6M
- 0.15%
- YTD
- 0.15%
- 1Y
- -5.30%
- 3Y*
- 9.22%
- 5Y*
- 9.59%
- 10Y*
- 10.81%
- ALL TIME*
- 6.12%
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. MEQFX - 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% |
MEQFX AMG River Road Large Cap Value Select Fund | 0.15% | -2.58% | 24.99% | 19.53% | -9.50% | 43.58% | -4.00% | 16.01% | 8.16% | 15.35% |
Correlation
The correlation between MSSCX and MEQFX is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 1997 | 0.77 |
Over the past year, the correlation between MSSCX and MEQFX has dropped to 0.49 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
MSSCX vs. MEQFX — Risk / Return Rank
MSSCX
MEQFX
MSSCX vs. MEQFX - 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 Large Cap Value Select Fund (MEQFX). 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 | MEQFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 0.93 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | -0.42 | +2.37 |
| Martin ratioReturn relative to average drawdown | 5.48 | -0.70 | +6.18 |
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Drawdowns
MSSCX vs. MEQFX - Drawdown Comparison
The maximum MSSCX drawdown since its inception was -78.46%, which is greater than MEQFX's maximum drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for MSSCX and MEQFX.
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Drawdown Indicators
| MSSCX | MEQFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.46% | -55.38% | -23.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.25% | -17.43% | +6.18% |
Max Drawdown (3Y)Largest decline over 3 years | -33.02% | -17.43% | -15.59% |
Max Drawdown (5Y)Largest decline over 5 years | -33.02% | -19.48% | -13.54% |
Max Drawdown (10Y)Largest decline over 10 years | -46.70% | -28.69% | -18.01% |
Current DrawdownCurrent decline from peak | -9.57% | -11.64% | +2.07% |
Average DrawdownAverage peak-to-trough decline | -28.07% | -12.19% | -15.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 10.37% | -6.36% |
Volatility
MSSCX vs. MEQFX - Volatility Comparison
AMG Frontier Small Cap Growth Fund (MSSCX) has a higher volatility of 6.49% compared to AMG River Road Large Cap Value Select Fund (MEQFX) at 4.03%. This indicates that MSSCX's price experiences larger fluctuations and is considered to be riskier than MEQFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSSCX | MEQFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 4.03% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 19.25% | 9.51% | +9.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.51% | 17.07% | +9.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.52% | 17.55% | +8.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.54% | 19.60% | +6.94% |
MSSCX vs. MEQFX - Expense Ratio Comparison
MSSCX has a 0.94% expense ratio, which is higher than MEQFX's 0.64% expense ratio.
Dividends
MSSCX vs. MEQFX - Dividend Comparison
Neither MSSCX nor MEQFX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEQFX AMG River Road Large Cap Value Select Fund | 0.00% | 0.00% | 4.48% | 0.98% | 2.13% | 27.90% | 0.00% | 9.17% | 3.40% | 30.28% | 5.96% | 11.63% |
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 MEQFX have a correlation of 0.49, 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 MEQFX (4.03%). In terms of maximum drawdown, MSSCX dropped -78.46% vs MEQFX's -55.38%.
MSSCX currently has the higher Sharpe Ratio (0.83 vs -0.43), 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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