AVEMX
Price
$29.56
Change
-$0.09 (-0.30%)
Updated
Jun 16 closing price
Net Assets
518.39M
FSMDX
Price
$42.03
Change
-$0.19 (-0.45%)
Updated
Jun 16 closing price
Net Assets
51.53B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
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AVEMX vs FSMDX Comparison Chart in %
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AVEMX vs. FSMDX commentary
Jun 18, 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 Hold and FSMDX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. AVEMX (518M). FSMDX pays higher dividends than AVEMX: FSMDX (0.99) vs AVEMX (0.31). 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 : 23.28 vs. AVEMX (6.13). FSMDX return over 5 years is better than : 46.33 vs. AVEMX (25.38).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.920.033,680%
Annual Report Gross Expense Ratio0.920.033,680%
Fund Existence25 years15 years-
Gain YTD8.64814.32460%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets518M51.5B1%
Annual Yield % from dividends0.310.9931%
Returns for 1 year6.1323.2826%
Returns for 3 years31.0257.1854%
Returns for 5 years25.3846.3355%
Returns for 10 years79.22176.0845%
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