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ARRZX vs FSMDX
ARRZX vs FSMDX Comparison
Open Charts ARRZX vs FSMDX
AMG River Road Focused Absolute Value Z
Price$14.22
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets51.77M
Fidelity Mid Cap Index
Price$36.16
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets43.39B
ARRZX vs FSMDX Comparison Chart in %
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ARRZX vs. FSMDX commentary
Aug 17, 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 StrongBuy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. ARRZX (51.8M). FSMDX pays higher dividends than ARRZX: FSMDX (1.29) vs ARRZX (0.98). ARRZX was incepted earlier than FSMDX: ARRZX (8 years) vs FSMDX (14 years). ARRZX (0.98) is less costly to investors than FSMDX (0.03). ARRZX is a more actively managed with annual turnover of: 86.00 vs. FSMDX (15.00). 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 : 12.79 vs. ARRZX (1.01). FSMDX return over 5 years is better than : 66.55 vs. ARRZX (26.36).
| ARRZX | FSMDX | ARRZX / FSMDX | |
| Total Expense Ratio | 0.78 | 0.03 | 3,120% |
| Annual Report Gross Expense Ratio | 0.98 | 0.03 | 3,920% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 9.301 | 7.604 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.8M | 43.4B | 0% |
| Annual Yield % from dividends | 0.98 | 1.29 | 76% |
| Returns for 1 year | 1.01 | 12.79 | 8% |
| Returns for 3 years | 16.26 | 31.08 | 52% |
| Returns for 5 years | 26.36 | 66.55 | 40% |
| Returns for 10 years | N/A | 122.85 | - |
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