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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
Open Charts AFAVX vs FSMDX
AMG River Road Focused Absolute Value I
Price$14.11
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets50.65M
Fidelity Mid Cap Index
Price$35.86
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets45.03B
AFAVX vs FSMDX Comparison Chart in %
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AFAVX vs. FSMDX commentary
Nov 20, 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 Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. AFAVX (50.6M). FSMDX pays higher dividends than AFAVX: FSMDX (1.26) vs AFAVX (0.93). 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 : 1.88 vs. AFAVX (-6.93). FSMDX return over 5 years is better than : 48.61 vs. AFAVX (16.55).
| 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 | 8.525 | 6.595 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6M | 45B | 0% |
| Annual Yield % from dividends | 0.93 | 1.26 | 74% |
| Returns for 1 year | -6.93 | 1.88 | -368% |
| Returns for 3 years | 21.55 | 38.96 | 55% |
| Returns for 5 years | 16.55 | 48.61 | 34% |
| Returns for 10 years | 54.44 | 129.06 | 42% |