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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
Open Charts AFAVX vs FSMDX
AMG River Road Focused Absolute Value I
Price$14.16
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets51.4M
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
AFAVX vs FSMDX Comparison Chart in %
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AFAVX vs. FSMDX commentary
Jul 04, 2025
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 StrongBuy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. AFAVX (51.4M). FSMDX pays higher dividends than AFAVX: FSMDX (1.31) vs AFAVX (0.94). AFAVX was incepted earlier than FSMDX: AFAVX (10 years) vs FSMDX (14 years). AFAVX (1.02) is less costly to investors than FSMDX (0.03). AFAVX is a more actively managed with annual turnover of: 86.00 vs. FSMDX (8.00). 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 : 15.74 vs. AFAVX (6.16). FSMDX return over 5 years is better than : 77.61 vs. AFAVX (38.12).
| AFAVX | FSMDX | AFAVX / FSMDX | |
| Total Expense Ratio | 0.82 | 0.03 | 3,280% |
| Annual Report Gross Expense Ratio | 1.02 | 0.03 | 4,080% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 8.372 | 6.149 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.4M | 42.4B | 0% |
| Annual Yield % from dividends | 0.94 | 1.31 | 72% |
| Returns for 1 year | 6.16 | 15.74 | 39% |
| Returns for 3 years | 27.38 | 47.53 | 58% |
| Returns for 5 years | 38.12 | 77.61 | 49% |
| Returns for 10 years | N/A | 122.19 | - |
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