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ARRFX vs FSMDX
ARRFX vs FSMDX Comparison
Open Charts ARRFX vs FSMDX
AMG River Road Focused Absolute Value N
Price$13.39
Change-$0.35 (-2.55%)
VolumeN/A
Net Assets50.51M
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
ARRFX vs FSMDX Comparison Chart
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ARRFX vs. FSMDX commentary
Apr 04, 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 ARRFX is a StrongBuy and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. ARRFX (50.5M). FSMDX pays higher dividends than ARRFX: FSMDX (1.20) vs ARRFX (0.71). ARRFX was incepted earlier than FSMDX: ARRFX (9 years) vs FSMDX (14 years). ARRFX (1.26) is less costly to investors than FSMDX (0.03). ARRFX is a more actively managed with annual turnover of: 86.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than ARRFX: FSMDX (0) vs ARRFX (2000). FSMDX annual gain was more profitable for investors over the last year : 4.57 vs. ARRFX (-1.57). FSMDX return over 5 years is better than : 118.86 vs. ARRFX (59.61).
| ARRFX | FSMDX | ARRFX / FSMDX | |
| Total Expense Ratio | 1.06 | 0.03 | 4,240% |
| Annual Report Gross Expense Ratio | 1.26 | 0.03 | 5,040% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.449 | -1.836 | -297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 37.6B | 0% |
| Annual Yield % from dividends | 0.71 | 1.20 | 59% |
| Returns for 1 year | -1.57 | 4.57 | -34% |
| Returns for 3 years | 4.89 | 13.46 | 36% |
| Returns for 5 years | 59.61 | 118.86 | 50% |
| Returns for 10 years | N/A | 99.53 | - |
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