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ARRFX vs FSMDX
ARRFX vs FSMDX Comparison
Open Charts ARRFX vs FSMDX
AMG River Road Focused Absolute Value N
Price$12.97
Change-$0.33 (-2.48%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
ARRFX vs FSMDX Comparison Chart
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ARRFX 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 ARRFX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. ARRFX (48.6M). FSMDX pays higher dividends than ARRFX: FSMDX (1.28) vs ARRFX (0.92). ARRFX was incepted earlier than FSMDX: ARRFX (9 years) vs FSMDX (13 years). ARRFX is a more actively managed with annual turnover of: 63.00 vs. FSMDX (9.00). 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 : 20.70 vs. ARRFX (6.21). FSMDX return over 5 years is better than : 57.26 vs. ARRFX (3.07).
| ARRFX | FSMDX | ARRFX / 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 | 4.963 | 19.211 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 39.6B | 0% |
| Annual Yield % from dividends | 0.92 | 1.28 | 72% |
| Returns for 1 year | 6.21 | 20.70 | 30% |
| Returns for 3 years | -0.55 | 19.14 | -3% |
| Returns for 5 years | 3.07 | 57.26 | 5% |
| Returns for 10 years | N/A | 122.53 | - |