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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
Open Charts AFAVX vs FSMDX
AMG River Road Focused Absolute Value I
Price$13.55
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets49.29M
Fidelity Mid Cap Index
Price$33.24
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets37.69B
AFAVX vs FSMDX Comparison Chart
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AFAVX vs. FSMDX commentary
May 12, 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: 37.7B vs. AFAVX (49.3M). FSMDX pays higher dividends than AFAVX: FSMDX (1.21) vs AFAVX (0.97). 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 : 5.68 vs. AFAVX (0.23). FSMDX return over 5 years is better than : 77.76 vs. AFAVX (41.20).
| 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 | 4.071 | -1.569 | -259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.3M | 37.7B | 0% |
| Annual Yield % from dividends | 0.97 | 1.21 | 80% |
| Returns for 1 year | 0.23 | 5.68 | 4% |
| Returns for 3 years | 17.15 | 30.91 | 55% |
| Returns for 5 years | 41.20 | 77.76 | 53% |
| Returns for 10 years | N/A | 101.84 | - |
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