AVEMX
Price
$31.53
Change
+$0.26 (+0.83%)
Updated
Sep 11 closing price
Net Assets
538.31M
FSMDX
Price
$42.40
Change
+$0.36 (+0.86%)
Updated
Sep 11 closing price
Net Assets
53.11B
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AVEMX vs FSMDX

AVEMX vs FSMDX Comparison Chart in %
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AVEMX vs. FSMDX commentary
Sep 13, 2026

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: 53.1B vs. AVEMX (538M). FSMDX pays higher dividends than AVEMX: FSMDX (0.75) vs AVEMX (0.29). AVEMX was incepted earlier than FSMDX: AVEMX (25 years) vs FSMDX (15 years). AVEMX (0.92) is less costly to investors than FSMDX (0.03). AVEMX is a more actively managed with annual turnover of: 24.00 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 : 13.26 vs. AVEMX (11.18). FSMDX return over 5 years is better than : 40.31 vs. AVEMX (36.21).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.920.033,680%
Annual Report Gross Expense Ratio0.920.033,680%
Fund Existence25 years15 years-
Gain YTD14.58413.837105%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets538M53.1B1%
Annual Yield % from dividends0.290.7539%
Returns for 1 year11.1813.2684%
Returns for 3 years27.2056.1848%
Returns for 5 years36.2140.3190%
Returns for 10 years82.50167.0049%
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