AVEMX
Price
$28.01
Change
-$0.04 (-0.14%)
Updated
Dec 23 closing price
Net Assets
489.69M
FSMDX
Price
$37.54
Change
+$0.11 (+0.29%)
Updated
Dec 24 closing price
Net Assets
45.78B
Interact to see
Advertisement

AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$28.01
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets489.69M
Fidelity Mid Cap Index
Price$37.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets45.78B
AVEMX vs FSMDX Comparison Chart in %
View a ticker or compare two or three
VS
AVEMX vs. FSMDX commentary
Dec 26, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. AVEMX (490M). 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 : 9.14 vs. AVEMX (-4.18). FSMDX return over 5 years is better than : 46.44 vs. AVEMX (39.88).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.930.033,720%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence25 years14 years-
Gain YTD5.18211.10747%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets490M45.8B1%
Annual Yield % from dividends0.291.2423%
Returns for 1 year-4.189.14-46%
Returns for 3 years16.5248.4834%
Returns for 5 years39.8846.4486%
Returns for 10 years73.31150.3249%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
WLDR35.790.09
+0.26%
Affinity World Leaders Equity ETF
NDAA22.12N/A
N/A
Ned Davis Research 360 Dyn Allc ETF
TDV88.37-0.01
-0.01%
ProShares S&PTech Div Arstcrts ETF
AMUU55.18-0.01
-0.02%
Direxion Daily AMD Bull 2X Shares
ULTY38.82-0.49
-1.25%
YieldMax Ultra Option Income Strat ETF