AVEMX
Price
$27.55
Change
-$0.02 (-0.07%)
Updated
Sep 20 closing price
FSMDX
Price
$33.93
Change
-$0.17 (-0.50%)
Updated
Sep 20 closing price
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$27.55
Change-$0.02 (-0.07%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
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AVEMX vs FSMDX Comparison Chart
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VS
AVEMX vs. FSMDX commentary
Sep 21, 2024

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 StrongBuy and FSMDX is a Buy.

FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. AVEMX (421M). FSMDX pays higher dividends than AVEMX: FSMDX (1.28) vs AVEMX (0.75). AVEMX was incepted earlier than FSMDX: AVEMX (23 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). FSMDX annual gain was more profitable for investors over the last year : 27.48 vs. AVEMX (13.37). FSMDX return over 5 years is better than : 57.97 vs. AVEMX (39.12).
AVEMXFSMDXAVEMX / FSMDX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years13 years-
Gain YTD15.51413.332116%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets421M35.8B1%
Annual Yield % from dividends0.751.2858%
Returns for 1 year13.3727.4849%
Returns for 3 years20.4313.12156%
Returns for 5 years39.1257.9767%
Returns for 10 years33.69119.8328%
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