AVEMX
Price
$29.12
Change
+$1.50 (+5.43%)
Updated
Feb 3 closing price
Net Assets
506.13M
FSMDX
Price
$38.27
Change
+$1.11 (+2.99%)
Updated
Feb 3 closing price
Net Assets
46.87B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$29.12
Change+$1.50 (+5.43%)
VolumeN/A
Net Assets506.13M
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
AVEMX vs FSMDX Comparison Chart in %
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AVEMX vs. FSMDX commentary
Feb 04, 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 Buy and FSMDX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. AVEMX (506M). FSMDX pays higher dividends than AVEMX: FSMDX (1.07) vs AVEMX (0.31). 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 : 10.78 vs. AVEMX (5.02). FSMDX return over 5 years is better than : 44.63 vs. AVEMX (39.04).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.930.033,720%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence25 years14 years-
Gain YTD6.7063.683182%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets506M46.9B1%
Annual Yield % from dividends0.311.0729%
Returns for 1 year5.0210.7847%
Returns for 3 years18.1239.5546%
Returns for 5 years39.0444.6387%
Returns for 10 years100.12187.0854%
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