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AVEMX vs VEXAX
AVEMX vs VEXAX Comparison
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AVEMX vs VEXAX Comparison Chart in %
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AVEMX vs. VEXAX 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 VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 97.7B vs. AVEMX (522M). VEXAX pays higher dividends than AVEMX: VEXAX (0.99) vs AVEMX (0.30). AVEMX was incepted earlier than VEXAX: AVEMX (25 years) vs VEXAX (26 years). AVEMX (0.92) is less costly to investors than VEXAX (0.05). AVEMX is a more actively managed with annual turnover of: 24.00 vs. VEXAX (12.00). AVEMX has a lower initial minimum investment than VEXAX: AVEMX (2500) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 23.65 vs. AVEMX (7.05). VEXAX return over 5 years is better than : 30.14 vs. AVEMX (25.87).
| AVEMX | VEXAX | AVEMX / VEXAX | |
| Total Expense Ratio | 0.92 | 0.05 | 1,840% |
| Annual Report Gross Expense Ratio | 0.92 | 0.05 | 1,840% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 10.370 | 15.707 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 97.7B | 1% |
| Annual Yield % from dividends | 0.30 | 0.99 | 30% |
| Returns for 1 year | 7.05 | 23.65 | 30% |
| Returns for 3 years | 32.69 | 65.47 | 50% |
| Returns for 5 years | 25.87 | 30.14 | 86% |
| Returns for 10 years | 79.54 | 187.62 | 42% |
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