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AFAVX vs FSMDX
AFAVX vs FSMDX Comparison
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AFAVX vs FSMDX Comparison Chart in %
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AFAVX vs. FSMDX commentary
Aug 02, 2026
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: 52.1B vs. AFAVX (45.5M). AFAVX pays higher dividends than FSMDX: AFAVX (0.99) vs FSMDX (0.76). AFAVX was incepted earlier than FSMDX: AFAVX (11 years) vs FSMDX (15 years). AFAVX (1.01) is less costly to investors than FSMDX (0.03). AFAVX is a more actively managed with annual turnover of: 92.00 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 : 18.74 vs. AFAVX (-4.48). FSMDX return over 5 years is better than : 42.85 vs. AFAVX (-9.75).
| AFAVX | FSMDX | AFAVX / FSMDX | |
| Total Expense Ratio | 0.82 | 0.03 | 3,280% |
| Annual Report Gross Expense Ratio | 1.01 | 0.03 | 4,040% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 0.306 | 14.622 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5M | 52.1B | 0% |
| Annual Yield % from dividends | 0.99 | 0.76 | 130% |
| Returns for 1 year | -4.48 | 18.74 | -24% |
| Returns for 3 years | 6.03 | 50.09 | 12% |
| Returns for 5 years | -9.75 | 42.85 | -23% |
| Returns for 10 years | 33.76 | 165.64 | 20% |
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