AVEMX
Price
$27.80
Change
-$0.04 (-0.14%)
Updated
Sep 5 closing price
Net Assets
498.27M
FSMDX
Price
$36.90
Change
+$0.34 (+0.93%)
Updated
Sep 4 closing price
Net Assets
44.83B
Interact to see
Advertisement

AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$27.80
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets498.27M
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
AVEMX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AVEMX vs. FSMDX commentary
Sep 06, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. AVEMX (498M). FSMDX pays higher dividends than AVEMX: FSMDX (1.26) vs AVEMX (0.29). AVEMX was incepted earlier than FSMDX: AVEMX (24 years) vs FSMDX (14 years). AVEMX (0.93) is less costly to investors than FSMDX (0.03). AVEMX is a more actively managed with annual turnover of: 16.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than AVEMX: FSMDX (0) vs AVEMX (2500). FSMDX annual gain was more profitable for investors over the last year : 14.22 vs. AVEMX (6.86). FSMDX return over 5 years is better than : 70.64 vs. AVEMX (58.92).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.930.033,720%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence24 years14 years-
Gain YTD4.5449.53348%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets498M44.8B1%
Annual Yield % from dividends0.291.2623%
Returns for 1 year6.8614.2248%
Returns for 3 years28.6447.1161%
Returns for 5 years58.9270.6483%
Returns for 10 years57.17139.9641%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SGDJ61.261.70
+2.85%
Sprott Junior Gold Miners ETF
DYLD22.760.08
+0.33%
LeaderShares® Dynamic Yield ETF
TDTF24.400.06
+0.25%
FlexShares iBoxx 5Yr Target Dur TIPS ETF
IJUN28.11N/A
N/A
Innovator Intl Dev Pwr Bffr ETF - Jun
IWF449.29-0.78
-0.17%
iShares Russell 1000 Growth ETF