AVEMX
Price
$28.46
Change
+$0.17 (+0.60%)
Updated
Jan 17 closing price
Net Assets
482.53M
FSMDX
Price
$35.00
Change
+$0.18 (+0.52%)
Updated
Jan 17 closing price
Net Assets
37.02B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$28.46
Change+$0.17 (+0.60%)
VolumeN/A
Net Assets482.53M
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
AVEMX vs FSMDX Comparison Chart
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AVEMX vs. FSMDX commentary
Jan 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. AVEMX (483M). FSMDX pays higher dividends than AVEMX: FSMDX (1.28) vs AVEMX (0.75). AVEMX was incepted earlier than FSMDX: AVEMX (24 years) vs FSMDX (13 years). AVEMX is a more actively managed with annual turnover of: 31.00 vs. FSMDX (9.00). 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 : 24.43 vs. FSMDX (21.14). FSMDX return over 5 years is better than : 54.11 vs. AVEMX (46.39).
AVEMXFSMDXAVEMX / FSMDX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years13 years-
Gain YTD6.8723.642189%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets483M37B1%
Annual Yield % from dividends0.751.2858%
Returns for 1 year24.4321.14116%
Returns for 3 years29.3420.66142%
Returns for 5 years46.3954.1186%
Returns for 10 years52.80124.4142%
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