AVEMX
Price
$28.29
Change
+$0.18 (+0.64%)
Updated
May 9 closing price
Net Assets
501.71M
FSMDX
Price
$33.24
Change
-$0.01 (-0.03%)
Updated
May 9 closing price
Net Assets
37.69B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$28.29
Change+$0.18 (+0.64%)
VolumeN/A
Net Assets501.71M
Fidelity Mid Cap Index
Price$33.24
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets37.69B
AVEMX vs FSMDX Comparison Chart
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AVEMX vs. FSMDX commentary
May 12, 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 AVEMX is a Buy and FSMDX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. AVEMX (502M). FSMDX pays higher dividends than AVEMX: FSMDX (1.21) vs AVEMX (0.29). AVEMX was incepted earlier than FSMDX: AVEMX (24 years) vs FSMDX (14 years). AVEMX (0.94) is less costly to investors than FSMDX (0.03). AVEMX is a more actively managed with annual turnover of: 16.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than AVEMX: FSMDX (0) vs AVEMX (2500). AVEMX annual gain was more profitable for investors over the last year : 12.55 vs. FSMDX (5.68). AVEMX return over 5 years is better than : 84.38 vs. FSMDX (77.76).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.940.033,760%
Annual Report Gross Expense Ratio0.940.033,760%
Fund Existence24 years14 years-
Gain YTD6.234-1.569-397%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets502M37.7B1%
Annual Yield % from dividends0.291.2124%
Returns for 1 year12.555.68221%
Returns for 3 years35.1130.91114%
Returns for 5 years84.3877.76109%
Returns for 10 years44.08101.8443%
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