Amg River Competition

ARSMX Fund

USD 10.72 0.01 0.09%

Amg River Road competes with American Century, Valic Company, Northern Small, Columbia Small, and Small Cap; as well as few others. The fund is listed under Small Value category and is part of AMG Funds family. The entity is thematically classified as Small Value Funds. Analyzing Amg River competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Amg River to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Amg River Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Amg River competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
9.69	10.71	11.73

Details

Intrinsic

Valuation

Low	Real	High
10.65	11.67	12.69

Details

Amg River Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Amg River and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Amg and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Amg River Road does not affect the price movement of the other competitor.

	AVCNX	VVSCX	NOSGX	BISFX	CVVRX	BRSVX	DRSVX	AFDVX	FISVX
AVCNX		0.98	0.87	0.0	0.99	0.85	0.8	0.98	0.98	AVCNX
VVSCX	0.98		0.88	0.0	0.98	0.86	0.83	0.97	1.0	VVSCX
NOSGX	0.87	0.88		0.0	0.87	0.99	0.72	0.86	0.87	NOSGX
BISFX	0.0	0.0	0.0		0.0	0.0	0.0	0.0	0.0	BISFX
CVVRX	0.99	0.98	0.87	0.0		0.84	0.79	0.99	0.98	CVVRX
BRSVX	0.85	0.86	0.99	0.0	0.84		0.75	0.83	0.85	BRSVX
DRSVX	0.8	0.83	0.72	0.0	0.79	0.75		0.78	0.82	DRSVX
AFDVX	0.98	0.97	0.86	0.0	0.99	0.83	0.78		0.97	AFDVX
FISVX	0.98	1.0	0.87	0.0	0.98	0.85	0.82	0.97		FISVX
	AVCNX	VVSCX	NOSGX	BISFX	CVVRX	BRSVX	DRSVX	AFDVX	FISVX

Click cells to compare fundamentals

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High positive correlations

FISVX	+ 1.0	VVSCX
CVVRX	+ 0.99	AVCNX
BRSVX	+ 0.99	NOSGX
AFDVX	+ 0.99	CVVRX
VVSCX	+ 0.98	AVCNX
AFDVX	+ 0.98	AVCNX

High negative correlations

FISVX	- 0.0	BISFX
AFDVX	- 0.0	BISFX
DRSVX	- 0.0	BISFX
BRSVX	- 0.0	BISFX
CVVRX	- 0.0	BISFX
BISFX	- 0.0	NOSGX

Risk-Adjusted Indicators

There is a big difference between Amg Mutual Fund performing well and Amg River Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Amg River's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
AVCNX	0.96	(0.02)	0.03	0.08	0.83	(1.22)	2.13	(1.57)	8.37
VVSCX	0.94	(0.03)	0.02	0.07	0.87	(1.18)	2.02	(1.77)	8.16
NOSGX	0.94	0.09	0.01	1.28	0.83	(1.21)	2.05	(1.61)	8.65
BISFX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
CVVRX	0.89	(0.02)	0.02	0.08	0.80	(1.09)	2.04	(1.42)	6.23
BRSVX	1.02	0.10	0.02	1.27	0.98	(1.24)	2.28	(1.61)	8.56
DRSVX	0.85	(0.11)	(0.07)	0.01	1.02	(0.93)	1.76	(1.51)	7.19
AFDVX	0.87	(0.02)	0.01	0.08	0.83	(1.10)	1.94	(1.39)	6.80
FISVX	0.95	(0.03)	0.02	0.07	0.89	(1.06)	2.00	(1.67)	8.12

Unable to evaluate fundamental data of [AVCNX, VVSCX, NOSGX, BISFX, CVVRX, BRSVX, DRSVX, AFDVX, FISVX] at this time. Please try again later

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Amg River Competitive Analysis

The better you understand Amg River competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Amg River's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Amg River's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	ARSMX	AVCNX	VVSCX	NOSGX	CVVRX	BRSVX	DRSVX	AFDVX	FISVX
	0.09 10.72 Amg	0.05 18.54 American	0.22 13.41 Valic	0.09 21.74 Northern	0.34 55.40 Columbia	0.63 42.35 Small	0.13 23.25 Foundry	0.09 23.41 Applied	0.18 27.09 Fidelity
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	OK	Modest	Modest	Modest	Modest	Weak	Modest	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Hold	Strong Hold	Hold	Strong Hold	Hold	Strong Hold	Strong Hold	Strong Hold
Net Asset	269.94 M	550.58 M	488.09 M	1.62 B	693.95 M	549.58 M	238.21 M	417.18 M	900.31 M
Minimum Initial Investment	N/A	N/A	N/A	2.5 K	N/A	2 K	N/A	N/A	N/A
Price To Book	1.49	N/A	N/A	1.52	1.16	1.32	1.43	N/A	N/A
Five Year Return	9.18	N/A	N/A	7.99	12.27	17.44	10.35	16.53	9.59
One Year Return	24.52	27.6	N/A	23.31	24.35	23.9	19.46	27.83	38.0
Last Dividend Paid	0.01	N/A	0.1	0.22	0.06	0.2	0.16	0.02	N/A
Price To Earning	18.21	N/A	N/A	17.44	15.95	15.06	2.09	N/A	N/A
Price To Sales	0.77	N/A	N/A	1.01	1.0	0.61	0.68	N/A	N/A
Cash Position Weight	1.61	N/A	2.64	0.24	0.79	3.06	4.26	7.33	0.02
Equity Positions Weight	98.39	100.0	97.36	99.76	99.21	96.94	95.74	92.67	99.98
Three Year Return	6.92	8.78	N/A	4.16	5.32	3.42	6.51	5.86	2.59
Annual Yield	0.001	0.0169	0.0162	0.0137	0.0054	0.0088	0.0091	0.007	0.0172
Year To Date Return	15.15	13.89	N/A	11.45	9.75	9.89	8.81	14.91	16.36
Ten Year Return	8.78	N/A	N/A	7.11	6.23	6.03	5.7	N/A	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Day Typical Price	10.72	18.54	13.41	21.74	55.4	42.35	23.25	23.41	27.09
Period Momentum Indicator	0.01	0.01	0.03	0.02	0.19	(0.27)	0.03	0.02	0.05
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	0.99	1.0	1.0	1.0
Day Median Price	10.72	18.54	13.41	21.74	55.4	42.35	23.25	23.41	27.09
Price Action Indicator	0.005	0.005	0.015	0.01	0.095	(0.13)	0.015	0.01	0.025
Coefficient Of Variation	662.6	1033.97	1135.47	1235.96	1044.76	1237.36	4809.11	1069.61	1145.49
Mean Deviation	0.7364	0.961	0.9371	0.9382	0.8896	1.02	0.8484	0.8721	0.9517
Jensen Alpha	0.1363	(0.02)	(0.03)	0.0945	(0.02)	0.1009	(0.11)	(0.02)	(0.03)
Total Risk Alpha	0.0205	(0.04)	(0.05)	(0.07)	(0.04)	(0.07)	(0.14)	(0.04)	(0.06)
Sortino Ratio	0.069	0.0349	0.0176	0.0109	0.0175	0.0163	(0.07)	0.0141	0.0176
Downside Variance	0.5773	1.03	1.05	0.9254	0.8968	1.15	1.11	0.91	1.16
Standard Deviation	1.02	1.41	1.36	1.38	1.23	1.47	1.25	1.23	1.38
Kurtosis	5.13	7.86	6.19	8.96	3.31	6.8	7.14	4.74	5.66
Potential Upside	1.77	2.13	2.02	2.05	2.04	2.28	1.76	1.94	2.0
Treynor Ratio	1.77	0.0787	0.0715	1.28	0.0782	1.27	0.0112	0.0752	0.071
Maximum Drawdown	5.55	8.37	8.16	8.65	6.23	8.56	7.19	6.8	8.12
Variance	1.04	2.0	1.84	1.91	1.52	2.16	1.56	1.51	1.9
Market Risk Adjusted Performance	1.78	0.0887	0.0815	1.29	0.0882	1.28	0.0212	0.0852	0.081
Risk Adjusted Performance	0.1165	0.0776	0.0709	0.0656	0.0761	0.0658	0.0197	0.0744	0.0704
Skewness	1.36	1.92	1.67	2.14	1.19	1.76	1.48	1.29	1.56
Semi Deviation	0.536	0.8275	0.8725	0.832	0.7991	0.9813	1.02	0.833	0.8926
Information Ratio	0.0515	0.025	0.0133	0.0076	0.0135	0.0119	(0.06)	0.011	0.0138
Value At Risk	(1.02)	(1.57)	(1.77)	(1.61)	(1.42)	(1.61)	(1.51)	(1.39)	(1.67)
Expected Short fall	(0.99)	(1.22)	(1.18)	(1.21)	(1.09)	(1.24)	(0.93)	(1.10)	(1.06)
Downside Deviation	0.7598	1.02	1.02	0.962	0.947	1.07	1.05	0.954	1.08
Semi Variance	0.2873	0.6848	0.7612	0.6922	0.6385	0.9629	1.05	0.6938	0.7967

Amg River Competition Performance Charts

Five steps to successful analysis of Amg River Competition

Amg River's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Amg River Road in relation to its competition. Amg River's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Amg River in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Amg River's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Amg River Road, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Amg River position

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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Utilities theme has 61 constituents at this time.

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Other Information on Investing in Amg Mutual Fund

Amg River financial ratios help investors to determine whether Amg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amg with respect to the benefits of owning Amg River security.

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