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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
Open Charts AFAVX vs FSMDX
AMG River Road Focused Absolute Value I
Price$13.51
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets49.49M
Fidelity Mid Cap Index
Price$35.49
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets37.02B
AFAVX vs FSMDX Comparison Chart
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AFAVX vs. FSMDX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. AFAVX (49.5M). 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 : 20.18 vs. AFAVX (4.08). FSMDX return over 5 years is better than : 60.07 vs. AFAVX (7.77).
| 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 | 2.995 | 3.879 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 37B | 0% |
| Annual Yield % from dividends | 1.15 | 1.28 | 90% |
| Returns for 1 year | 4.08 | 20.18 | 20% |
| Returns for 3 years | 1.30 | 23.42 | 6% |
| Returns for 5 years | 7.77 | 60.07 | 13% |
| Returns for 10 years | N/A | 122.46 | - |
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