AVEMX
Price
$28.31
Change
+$0.01 (+0.04%)
Updated
Oct 3 closing price
Net Assets
503.76M
VMCPX
Price
$398.34
Change
+$1.00 (+0.25%)
Updated
Oct 3 closing price
Net Assets
199.16B
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AVEMX vs VMCPX

Header iconAVEMX vs VMCPX Comparison
Open Charts AVEMX vs VMCPXBanner chart's image
Ave Maria Value
Price$28.31
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets503.76M
Vanguard Mid Cap Index InstitutionalPlus
Price$398.34
Change+$1.00 (+0.25%)
VolumeN/A
Net Assets199.16B
AVEMX vs VMCPX Comparison Chart in %
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AVEMX vs. VMCPX commentary
Oct 06, 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 Buy and VMCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. AVEMX (504M). VMCPX pays higher dividends than AVEMX: VMCPX (1.50) vs AVEMX (0.28). AVEMX was incepted earlier than VMCPX: AVEMX (24 years) vs VMCPX (15 years). AVEMX (0.93) is less costly to investors than VMCPX (0.03). AVEMX (16.00) and VMCPX (16.00) have comparable annual turnover. AVEMX has a lower initial minimum investment than VMCPX: AVEMX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 13.03 vs. AVEMX (1.41). VMCPX (67.54) and AVEMX (65.45) have equivalent 5 years return.
AVEMXVMCPXAVEMX / VMCPX
Total Expense Ratio0.930.033,100%
Annual Report Gross Expense Ratio0.930.033,100%
Fund Existence24 years15 years-
Gain YTD6.30911.96353%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets504M199B0%
Annual Yield % from dividends0.281.5019%
Returns for 1 year1.4113.0311%
Returns for 3 years29.6448.1362%
Returns for 5 years65.4567.5497%
Returns for 10 years64.60151.3243%
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