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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
Open Charts AFAVX vs FSMDX
AMG River Road Focused Absolute Value I
Price$14.91
Change-$0.08 (-0.53%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
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AFAVX vs FSMDX Comparison Chart
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AFAVX vs. FSMDX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFAVX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. AFAVX (50.3M). FSMDX pays higher dividends than AFAVX: FSMDX (1.28) vs AFAVX (1.15). AFAVX was incepted earlier than FSMDX: AFAVX (9 years) vs FSMDX (13 years). AFAVX is a more actively managed with annual turnover of: 63.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than AFAVX: FSMDX (0) vs AFAVX (100000). FSMDX annual gain was more profitable for investors over the last year : 23.41 vs. AFAVX (20.79). FSMDX return over 5 years is better than : 56.67 vs. AFAVX (21.82).
| AFAVX | FSMDX | AFAVX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 16.172 | 12.397 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.3M | 35.8B | 0% |
| Annual Yield % from dividends | 1.15 | 1.28 | 90% |
| Returns for 1 year | 20.79 | 23.41 | 89% |
| Returns for 3 years | 3.42 | 10.21 | 33% |
| Returns for 5 years | 21.82 | 56.67 | 39% |
| Returns for 10 years | N/A | 113.85 | - |
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