ABDAX
Price
$9.24
Change
+$0.04 (+0.43%)
Updated
May 12 closing price
Net Assets
149.04M
FTAWX
Price
$13.65
Change
+$0.04 (+0.29%)
Updated
May 12 closing price
Net Assets
5.37B
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ABDAX vs FTAWX

Header iconABDAX vs FTAWX Comparison
Open Charts ABDAX vs FTAWXBanner chart's image
Columbia Capital Allocation Cnsrv A
Price$9.24
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets149.04M
Fidelity Advisor Asset Manager 20% A
Price$13.65
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets5.37B
ABDAX vs FTAWX Comparison Chart
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ABDAX vs. FTAWX commentary
May 13, 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 ABDAX is a Hold and FTAWX is a Buy.

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FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.37B vs. ABDAX (149M). ABDAX pays higher dividends than FTAWX: ABDAX (3.26) vs FTAWX (3.03). ABDAX was incepted earlier than FTAWX: ABDAX (21 years) vs FTAWX (19 years). ABDAX (0.96) is less costly to investors than FTAWX (0.77). FTAWX is a more actively managed with annual turnover of: 24.00 vs. ABDAX (7.00). FTAWX initial investment is less costly to investors than ABDAX (5%) vs ABDAX (5%). FTAWX has a lower initial minimum investment than ABDAX: FTAWX (0) vs ABDAX (2000). ABDAX IRA initial investment is lower compared to FTAWX: ABDAX (1000) vs FTAWX (500). ABDAX annual gain was more profitable for investors over the last year : 6.08 vs. FTAWX (5.15). FTAWX return over 5 years is better than : 14.32 vs. ABDAX (4.91).
ABDAXFTAWXABDAX / FTAWX
Total Expense Ratio0.960.77125%
Annual Report Gross Expense Ratio0.960.77125%
Fund Existence21 years19 years-
Gain YTD1.4661.384106%
Front Load5%6%83%
Min. Initial Investment20000-
Min. Initial Investment IRA1000500200%
Net Assets149M5.37B3%
Annual Yield % from dividends3.263.03108%
Returns for 1 year6.085.15118%
Returns for 3 years9.109.6994%
Returns for 5 years4.9114.3234%
Returns for 10 years11.3319.9557%
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