AVEMX
Price
$29.12
Change
+$1.50 (+5.43%)
Updated
Feb 3 closing price
Net Assets
506.13M
VMCPX
Price
$400.45
Change
+$5.12 (+1.30%)
Updated
Feb 3 closing price
Net Assets
198.74B
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AVEMX vs VMCPX

Header iconAVEMX vs VMCPX Comparison
Open Charts AVEMX vs VMCPXBanner chart's image
Ave Maria Value
Price$29.12
Change+$1.50 (+5.43%)
VolumeN/A
Net Assets506.13M
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
AVEMX vs VMCPX Comparison Chart in %
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AVEMX vs. VMCPX 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 VMCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. AVEMX (506M). VMCPX pays higher dividends than AVEMX: VMCPX (1.50) vs AVEMX (0.31). AVEMX was incepted earlier than VMCPX: AVEMX (25 years) vs VMCPX (15 years). AVEMX (0.93) is less costly to investors than VMCPX (0.03). AVEMX (16.00) and VMCPX (16.00) have comparable annual turnover. AVEMX has a lower initial minimum investment than VMCPX: AVEMX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 8.25 vs. AVEMX (5.02). AVEMX (39.04) and VMCPX (38.89) have equivalent 5 years return.
AVEMXVMCPXAVEMX / VMCPX
Total Expense Ratio0.930.033,100%
Annual Report Gross Expense Ratio0.930.033,100%
Fund Existence25 years15 years-
Gain YTD6.7062.283294%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets506M199B0%
Annual Yield % from dividends0.311.5021%
Returns for 1 year5.028.2561%
Returns for 3 years18.1234.0553%
Returns for 5 years39.0438.89100%
Returns for 10 years100.12180.6355%
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