AVEMX
Price
$27.16
Change
-$0.00 (-0.00%)
Updated
Nov 19 closing price
Net Assets
476M
FSMDX
Price
$35.86
Change
-$0.05 (-0.14%)
Updated
Nov 19 closing price
Net Assets
45.03B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$27.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets476M
Fidelity Mid Cap Index
Price$35.86
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets45.03B
AVEMX vs FSMDX Comparison Chart in %
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AVEMX vs. FSMDX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. AVEMX (476M). FSMDX pays higher dividends than AVEMX: FSMDX (1.26) vs AVEMX (0.29). AVEMX was incepted earlier than FSMDX: AVEMX (25 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 : 1.88 vs. AVEMX (-12.13). FSMDX return over 5 years is better than : 48.61 vs. AVEMX (43.50).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.930.033,720%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence25 years14 years-
Gain YTD1.9906.59530%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets476M45B1%
Annual Yield % from dividends0.291.2623%
Returns for 1 year-12.131.88-644%
Returns for 3 years10.7338.9628%
Returns for 5 years43.5048.6189%
Returns for 10 years60.72129.0647%
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