AVEMX
Price
$28.23
Change
+$0.63 (+2.28%)
Updated
Dec 3 closing price
Net Assets
493.55M
FSMDX
Price
$37.02
Change
-$0.07 (-0.19%)
Updated
Dec 2 closing price
Net Assets
45.78B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$28.23
Change+$0.63 (+2.28%)
VolumeN/A
Net Assets493.55M
Fidelity Mid Cap Index
Price$37.02
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets45.78B
AVEMX vs FSMDX Comparison Chart in %
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AVEMX vs. FSMDX commentary
Dec 04, 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 FSMDX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. AVEMX (494M). FSMDX pays higher dividends than AVEMX: FSMDX (1.24) vs AVEMX (0.29). AVEMX was incepted earlier than FSMDX: AVEMX (25 years) vs FSMDX (14 years). AVEMX (0.93) is less costly to investors than FSMDX (0.03). AVEMX is a more actively managed with annual turnover of: 16.00 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 : 1.54 vs. AVEMX (-13.50). FSMDX return over 5 years is better than : 48.70 vs. AVEMX (43.08).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.930.033,720%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence25 years14 years-
Gain YTD4.50610.09745%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets494M45.8B1%
Annual Yield % from dividends0.291.2423%
Returns for 1 year-13.501.54-878%
Returns for 3 years11.6038.9930%
Returns for 5 years43.0848.7088%
Returns for 10 years65.73136.0448%
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