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AVEMX vs FSMDX
AVEMX vs FSMDX Comparison
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AVEMX vs FSMDX Comparison Chart in %
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AVEMX vs. FSMDX commentary
Jul 09, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. AVEMX (522M). FSMDX pays higher dividends than AVEMX: FSMDX (0.76) vs AVEMX (0.30). 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 : 19.78 vs. AVEMX (7.05). FSMDX return over 5 years is better than : 43.30 vs. AVEMX (25.87).
| AVEMX | FSMDX | AVEMX / FSMDX | |
| Total Expense Ratio | 0.92 | 0.03 | 3,680% |
| Annual Report Gross Expense Ratio | 0.92 | 0.03 | 3,680% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 10.370 | 14.947 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 53.2B | 1% |
| Annual Yield % from dividends | 0.30 | 0.76 | 39% |
| Returns for 1 year | 7.05 | 19.78 | 36% |
| Returns for 3 years | 32.69 | 56.86 | 57% |
| Returns for 5 years | 25.87 | 43.30 | 60% |
| Returns for 10 years | 79.54 | 169.92 | 47% |
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