AVEMX
Price
$27.99
Change
-$0.12 (-0.43%)
Updated
Jul 28 closing price
Net Assets
507.11M
FSMDX
Price
$36.42
Change
-$0.16 (-0.44%)
Updated
Jul 28 closing price
Net Assets
42.38B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$27.99
Change-$0.12 (-0.43%)
VolumeN/A
Net Assets507.11M
Fidelity Mid Cap Index
Price$36.42
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets42.38B
AVEMX vs FSMDX Comparison Chart in %
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AVEMX vs. FSMDX commentary
Jul 29, 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.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. AVEMX (507M). FSMDX pays higher dividends than AVEMX: FSMDX (1.31) vs AVEMX (0.28). 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 : 13.68 vs. AVEMX (4.57). FSMDX return over 5 years is better than : 72.00 vs. AVEMX (63.26).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.930.033,720%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence24 years14 years-
Gain YTD5.5588.58465%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets507M42.4B1%
Annual Yield % from dividends0.281.3122%
Returns for 1 year4.5713.6833%
Returns for 3 years24.5439.3362%
Returns for 5 years63.2672.0088%
Returns for 10 years48.37125.7638%
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