AVEMX
Price
$28.31
Change
+$0.01 (+0.04%)
Updated
Oct 3 closing price
Net Assets
503.76M
FSMDX
Price
$37.46
Change
+$0.11 (+0.29%)
Updated
Oct 3 closing price
Net Assets
45.37B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$28.31
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets503.76M
Fidelity Mid Cap Index
Price$37.46
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets45.37B
AVEMX vs FSMDX Comparison Chart in %
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AVEMX vs. FSMDX commentary
Oct 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.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. AVEMX (504M). FSMDX pays higher dividends than AVEMX: FSMDX (1.25) 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 : 11.82 vs. AVEMX (1.41). FSMDX return over 5 years is better than : 71.97 vs. AVEMX (65.45).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.930.033,720%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence24 years14 years-
Gain YTD6.30911.19656%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets504M45.4B1%
Annual Yield % from dividends0.281.2523%
Returns for 1 year1.4111.8212%
Returns for 3 years29.6452.0257%
Returns for 5 years65.4571.9791%
Returns for 10 years64.60145.9244%
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