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AVEMX vs FSMDX
AVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDX
AVEMX vs FSMDX Comparison Chart
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AVEMX vs. FSMDX commentary
Jun 14, 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.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. AVEMX (510M). FSMDX pays higher dividends than AVEMX: FSMDX (1.14) 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 (8.00). FSMDX has a lower initial minimum investment than AVEMX: FSMDX (0) vs AVEMX (2500). FSMDX (11.45) and AVEMX (11.27) have marching annual gain over last year. FSMDX (75.56) and AVEMX (74.88) have equivalent 5 years return.
| AVEMX | FSMDX | AVEMX / FSMDX | |
| Total Expense Ratio | 0.93 | 0.03 | 3,720% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,720% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 5.483 | 2.724 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 40.4B | 1% |
| Annual Yield % from dividends | 0.29 | 1.14 | 25% |
| Returns for 1 year | 11.27 | 11.45 | 98% |
| Returns for 3 years | 30.20 | 43.91 | 69% |
| Returns for 5 years | 74.88 | 75.56 | 99% |
| Returns for 10 years | 44.35 | 111.33 | 40% |
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