TMDIX vs. FDGFX

In the year-to-date period, TMDIX achieves a 7.49% return, which is significantly higher than FDGFX's 4.68% return. Over the past 10 years, TMDIX has underperformed FDGFX with an annualized return of -0.15%, while FDGFX has yielded a comparatively higher 4.39% annualized return.

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TMDIX has a 0.98% expense ratio, which is higher than FDGFX's 0.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AMG TimesSquare Mid Cap Growth Fund (TMDIX) and Fidelity Dividend Growth Fund (FDGFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current TMDIX Sharpe Ratio is 0.52, which is lower than the FDGFX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of TMDIX and FDGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TMDIX has not paid dividends to shareholders, while FDGFX's dividend yield for the trailing twelve months is around 0.99%.

The maximum TMDIX drawdown since its inception was -51.60%, smaller than the maximum FDGFX drawdown of -59.63%. Use the drawdown chart below to compare losses from any high point for TMDIX and FDGFX. For additional features, visit the drawdowns tool.

The current volatility for AMG TimesSquare Mid Cap Growth Fund (TMDIX) is 3.91%, while Fidelity Dividend Growth Fund (FDGFX) has a volatility of 6.55%. This indicates that TMDIX experiences smaller price fluctuations and is considered to be less risky than FDGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.