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ARRZX vs FSMDX
ARRZX vs FSMDX Comparison
Open Charts ARRZX vs FSMDX
AMG River Road Focused Absolute Value Z
Price$13.37
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets49.79M
Fidelity Mid Cap Index
Price$35.34
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets37.02B
ARRZX vs FSMDX Comparison Chart
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ARRZX vs. FSMDX commentary
Jan 23, 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 ARRZX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. ARRZX (49.8M). FSMDX pays higher dividends than ARRZX: FSMDX (1.28) vs ARRZX (1.19). ARRZX was incepted earlier than FSMDX: ARRZX (7 years) vs FSMDX (13 years). ARRZX is a more actively managed with annual turnover of: 63.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than ARRZX: FSMDX (0) vs ARRZX (5000000). FSMDX annual gain was more profitable for investors over the last year : 20.38 vs. ARRZX (5.08). FSMDX return over 5 years is better than : 57.29 vs. ARRZX (5.40).
| ARRZX | FSMDX | ARRZX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 3.305 | 4.649 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 37B | 0% |
| Annual Yield % from dividends | 1.19 | 1.28 | 93% |
| Returns for 1 year | 5.08 | 20.38 | 25% |
| Returns for 3 years | 2.52 | 27.13 | 9% |
| Returns for 5 years | 5.40 | 57.29 | 9% |
| Returns for 10 years | N/A | 122.45 | - |