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AVEMX vs FSMAX
AVEMX vs FSMAX Comparison
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AVEMX vs FSMAX Comparison Chart in %
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AVEMX vs. FSMAX commentary
Aug 23, 2026
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 AVEMX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. AVEMX (555M). FSMAX pays higher dividends than AVEMX: FSMAX (0.50) vs AVEMX (0.30). AVEMX was incepted earlier than FSMAX: AVEMX (25 years) vs FSMAX (15 years). AVEMX (0.92) is less costly to investors than FSMAX (0.04). AVEMX (24.00) and FSMAX (23.00) have comparable annual turnover. FSMAX has a lower initial minimum investment than AVEMX: FSMAX (0) vs AVEMX (2500). FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. AVEMX (19.47). FSMAX (40.14) and AVEMX (39.83) have equivalent 5 years return.
| AVEMX | FSMAX | AVEMX / FSMAX | |
| Total Expense Ratio | 0.92 | 0.04 | 2,629% |
| Annual Report Gross Expense Ratio | 0.92 | 0.04 | 2,629% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 18.029 | 16.937 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 555M | 40.1B | 1% |
| Annual Yield % from dividends | 0.30 | 0.50 | 59% |
| Returns for 1 year | 19.47 | 23.68 | 82% |
| Returns for 3 years | 33.00 | 72.74 | 45% |
| Returns for 5 years | 39.83 | 40.14 | 99% |
| Returns for 10 years | 81.73 | 134.49 | 61% |
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