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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
Open Charts AFAVX vs FSMDX
AMG River Road Focused Absolute Value I
Price$13.99
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets50.89M
Fidelity Mid Cap Index
Price$35.80
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets43.39B
AFAVX vs FSMDX Comparison Chart in %
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AFAVX vs. FSMDX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. AFAVX (50.9M). FSMDX pays higher dividends than AFAVX: FSMDX (1.29) vs AFAVX (0.95). 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 (15.00). 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 : 15.95 vs. AFAVX (4.18). FSMDX return over 5 years is better than : 65.88 vs. AFAVX (25.49).
| 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 | 7.143 | 6.476 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.9M | 43.4B | 0% |
| Annual Yield % from dividends | 0.95 | 1.29 | 73% |
| Returns for 1 year | 4.18 | 15.95 | 26% |
| Returns for 3 years | 19.00 | 35.68 | 53% |
| Returns for 5 years | 25.49 | 65.88 | 39% |
| Returns for 10 years | N/A | 123.76 | - |
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