AVEDX vs. AVEMX

In the year-to-date period, AVEDX achieves a 6.55% return, which is significantly lower than AVEMX's 11.00% return. Both investments have delivered pretty close results over the past 10 years, with AVEDX having a 4.23% annualized return and AVEMX not far behind at 4.16%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AVEDX has a 0.90% expense ratio, which is lower than AVEMX's 0.97% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ave Maria Rising Dividend Fund (AVEDX) and Ave Maria Value Fund (AVEMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current AVEDX Sharpe Ratio is 0.46, which is lower than the AVEMX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of AVEDX and AVEMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVEDX's dividend yield for the trailing twelve months is around 0.93%, more than AVEMX's 0.29% yield.

The maximum AVEDX drawdown since its inception was -49.03%, smaller than the maximum AVEMX drawdown of -60.09%. Use the drawdown chart below to compare losses from any high point for AVEDX and AVEMX. For additional features, visit the drawdowns tool.

Ave Maria Rising Dividend Fund (AVEDX) and Ave Maria Value Fund (AVEMX) have volatilities of 4.85% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.