AVEMX
Price
$27.38
Change
-$0.14 (-0.51%)
Updated
Oct 17 closing price
Net Assets
486M
FSMDX
Price
$36.71
Change
+$0.09 (+0.25%)
Updated
Oct 17 closing price
Net Assets
45.37B
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AVEMX vs FSMDX

Header iconAVEMX vs FSMDX Comparison
Open Charts AVEMX vs FSMDXBanner chart's image
Ave Maria Value
Price$27.38
Change-$0.14 (-0.51%)
VolumeN/A
Net Assets486M
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
AVEMX vs FSMDX Comparison Chart in %
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AVEMX vs. FSMDX commentary
Oct 19, 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 StrongBuy and FSMDX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. AVEMX (486M). FSMDX pays higher dividends than AVEMX: FSMDX (1.25) vs AVEMX (0.28). AVEMX was incepted earlier than FSMDX: AVEMX (24 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 : 6.48 vs. AVEMX (-6.63). FSMDX return over 5 years is better than : 60.77 vs. AVEMX (55.51).
AVEMXFSMDXAVEMX / FSMDX
Total Expense Ratio0.930.033,720%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence24 years14 years-
Gain YTD2.8168.96931%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets486M45.4B1%
Annual Yield % from dividends0.281.2523%
Returns for 1 year-6.636.48-102%
Returns for 3 years24.6052.6647%
Returns for 5 years55.5160.7791%
Returns for 10 years58.39135.6643%
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