AVEMX
Price
$26.37
Change
+$0.64 (+2.49%)
Updated
Apr 11 closing price
Net Assets
449.36M
VIMSX
Price
$66.54
Change
+$1.13 (+1.73%)
Updated
Apr 11 closing price
Net Assets
175.23B
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AVEMX vs VIMSX

Header iconAVEMX vs VIMSX Comparison
Open Charts AVEMX vs VIMSXBanner chart's image
Ave Maria Value
Price$26.37
Change+$0.64 (+2.49%)
VolumeN/A
Net Assets449.36M
Vanguard Mid Cap Index Investor
Price$66.54
Change+$1.13 (+1.73%)
VolumeN/A
Net Assets175.23B
AVEMX vs VIMSX Comparison Chart
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AVEMX vs. VIMSX commentary
Apr 12, 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 VIMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. AVEMX (449M). VIMSX pays higher dividends than AVEMX: VIMSX (1.46) vs AVEMX (0.29). AVEMX was incepted earlier than VIMSX: AVEMX (24 years) vs VIMSX (27 years). AVEMX (0.94) is less costly to investors than VIMSX (0.17). AVEMX is a more actively managed with annual turnover of: 16.00 vs. VIMSX (13.00). AVEMX has a lower initial minimum investment than VIMSX: AVEMX (2500) vs VIMSX (3000). AVEMX annual gain was more profitable for investors over the last year : 2.61 vs. VIMSX (-1.55). AVEMX return over 5 years is better than : 76.05 vs. VIMSX (66.61).
AVEMXVIMSXAVEMX / VIMSX
Total Expense Ratio0.940.17553%
Annual Report Gross Expense Ratio0.940.17553%
Fund Existence24 years27 years-
Gain YTD-3.380-9.18837%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets449M175B0%
Annual Yield % from dividends0.291.4619%
Returns for 1 year2.61-1.55-169%
Returns for 3 years11.433.92292%
Returns for 5 years76.0566.61114%
Returns for 10 years30.9887.8035%
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