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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
Open Charts AFAVX vs FSMDX
AMG River Road Focused Absolute Value I
Price$14.36
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets51.84M
Fidelity Mid Cap Index
Price$37.23
Change-$0.24 (-0.64%)
VolumeN/A
Net Assets45.37B
AFAVX vs FSMDX Comparison Chart in %
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AFAVX vs. FSMDX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. AFAVX (51.8M). FSMDX pays higher dividends than AFAVX: FSMDX (1.25) vs AFAVX (0.92). 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 : 10.78 vs. AFAVX (-2.51). FSMDX return over 5 years is better than : 63.19 vs. AFAVX (26.58).
| 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 | 9.677 | 10.513 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.8M | 45.4B | 0% |
| Annual Yield % from dividends | 0.92 | 1.25 | 74% |
| Returns for 1 year | -2.51 | 10.78 | -23% |
| Returns for 3 years | 35.49 | 57.40 | 62% |
| Returns for 5 years | 26.58 | 63.19 | 42% |
| Returns for 10 years | N/A | 139.28 | - |
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