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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
Open Charts AFAVX vs FSMDX
AMG River Road Focused Absolute Value I
Price$13.29
Change-$0.04 (-0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
AFAVX vs FSMDX Comparison Chart
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AFAVX vs. FSMDX commentary
Dec 19, 2024
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 Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. AFAVX (48.6M). FSMDX pays higher dividends than AFAVX: FSMDX (1.28) vs AFAVX (1.15). AFAVX was incepted earlier than FSMDX: AFAVX (9 years) vs FSMDX (13 years). AFAVX is a more actively managed with annual turnover of: 63.00 vs. FSMDX (9.00). 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 : 20.70 vs. AFAVX (6.40). FSMDX return over 5 years is better than : 57.26 vs. AFAVX (4.05).
| AFAVX | FSMDX | AFAVX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 5.153 | 19.211 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 39.6B | 0% |
| Annual Yield % from dividends | 1.15 | 1.28 | 90% |
| Returns for 1 year | 6.40 | 20.70 | 31% |
| Returns for 3 years | -0.12 | 19.14 | -1% |
| Returns for 5 years | 4.05 | 57.26 | 7% |
| Returns for 10 years | N/A | 122.53 | - |