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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
Jul 09, 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. AVEMX (522M). FSMAX pays higher dividends than AVEMX: FSMAX (0.48) 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 : 24.51 vs. AVEMX (7.05). FSMAX return over 5 years is better than : 35.11 vs. AVEMX (25.87).
| 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 | 10.370 | 16.033 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 43.5B | 1% |
| Annual Yield % from dividends | 0.30 | 0.48 | 62% |
| Returns for 1 year | 7.05 | 24.51 | 29% |
| Returns for 3 years | 32.69 | 69.75 | 47% |
| Returns for 5 years | 25.87 | 35.11 | 74% |
| Returns for 10 years | 79.54 | 143.87 | 55% |
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