AVEMX
Price
$29.26
Change
+$0.21 (+0.72%)
Updated
Jan 14 closing price
Net Assets
507.34M
FSMDX
Price
$38.55
Change
+$0.07 (+0.18%)
Updated
Jan 14 closing price
Net Assets
45.79B
Interact to see
Advertisement

AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$29.26
Change+$0.21 (+0.72%)
VolumeN/A
Net Assets507.34M
Fidelity Mid Cap Index
Price$38.55
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets45.79B
AVEMX vs FSMDX Comparison Chart in %
View a ticker or compare two or three
VS
AVEMX vs. FSMDX commentary
Jan 15, 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 Hold and FSMDX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. AVEMX (507M). FSMDX pays higher dividends than AVEMX: FSMDX (1.10) vs AVEMX (0.34). 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 : 14.17 vs. AVEMX (5.56). FSMDX return over 5 years is better than : 47.23 vs. AVEMX (43.50).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.930.033,720%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence25 years14 years-
Gain YTD7.2194.197172%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets507M45.8B1%
Annual Yield % from dividends0.341.1031%
Returns for 1 year5.5614.1739%
Returns for 3 years18.8845.8241%
Returns for 5 years43.5047.2392%
Returns for 10 years105.18188.1256%
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 %
ETHA25.591.37
+5.66%
iShares Ethereum Trust ETF
BITY43.611.18
+2.77%
Amplify Bitcoin 2% Monthly Opt Inc ETF
RLTY14.910.05
+0.34%
Cohen & Steers Real Estate Opportunities and Income Fund
FLDR50.280.01
+0.02%
Fidelity Low Duration Bond Factor ETF
ITDF38.08-0.01
-0.04%
iShares LifePath Target Date 2050 ETF