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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
Open Charts AFAVX vs FSMDX
AMG River Road Focused Absolute Value I
Price$13.16
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets48.42M
Fidelity Mid Cap Index
Price$31.66
Change-$0.48 (-1.49%)
VolumeN/A
Net Assets38.34B
AFAVX vs FSMDX Comparison Chart
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AFAVX vs. FSMDX commentary
Mar 14, 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 Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.3B vs. AFAVX (48.4M). FSMDX pays higher dividends than AFAVX: FSMDX (1.14) vs AFAVX (0.95). AFAVX was incepted earlier than FSMDX: AFAVX (9 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 : 2.51 vs. AFAVX (-2.11). FSMDX return over 5 years is better than : 86.01 vs. AFAVX (38.00).
| 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 | 9 years | 14 years | - |
| Gain YTD | 2.535 | -4.827 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 38.3B | 0% |
| Annual Yield % from dividends | 0.95 | 1.14 | 83% |
| Returns for 1 year | -2.11 | 2.51 | -84% |
| Returns for 3 years | 8.46 | 20.14 | 42% |
| Returns for 5 years | 38.00 | 86.01 | 44% |
| Returns for 10 years | N/A | 95.48 | - |
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