AVEMX
Price
$26.37
Change
+$0.64 (+2.49%)
Updated
Apr 11 closing price
Net Assets
449.36M
FSMDX
Price
$30.57
Change
+$0.47 (+1.56%)
Updated
Apr 11 closing price
Net Assets
37.64B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$26.37
Change+$0.64 (+2.49%)
VolumeN/A
Net Assets449.36M
Fidelity Mid Cap Index
Price$30.57
Change+$0.47 (+1.56%)
VolumeN/A
Net Assets37.64B
AVEMX vs FSMDX Comparison Chart
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AVEMX vs. FSMDX commentary
Apr 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 Hold and FSMDX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. AVEMX (449M). FSMDX pays higher dividends than AVEMX: FSMDX (1.20) 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 : 2.61 vs. FSMDX (-3.85). AVEMX return over 5 years is better than : 76.05 vs. FSMDX (69.62).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.940.033,760%
Annual Report Gross Expense Ratio0.940.033,760%
Fund Existence24 years14 years-
Gain YTD-3.380-10.86831%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets449M37.6B1%
Annual Yield % from dividends0.291.2024%
Returns for 1 year2.61-3.85-68%
Returns for 3 years11.436.59174%
Returns for 5 years76.0569.62109%
Returns for 10 years30.9880.8738%
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