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AVEFX vs FIKVX
AVEFX vs FIKVX Comparison
Open Charts AVEFX vs FIKVX
Ave Maria Bond
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% Z
Price$13.91
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
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AVEFX vs FIKVX Comparison Chart
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AVEFX vs. FIKVX commentary
Sep 21, 2024
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 AVEFX is a Buy and FIKVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.33B vs. AVEFX (663M). FIKVX pays higher dividends than AVEFX: FIKVX (3.22) vs AVEFX (2.55). AVEFX was incepted earlier than FIKVX: AVEFX (21 years) vs FIKVX (6 years). FIKVX is a more actively managed with annual turnover of: 28.00 vs. AVEFX (16.00). FIKVX has a lower initial minimum investment than AVEFX: FIKVX (0) vs AVEFX (2500). FIKVX annual gain was more profitable for investors over the last year : 12.99 vs. AVEFX (12.14). AVEFX return over 5 years is better than : 18.36 vs. FIKVX (14.97).
| AVEFX | FIKVX | AVEFX / FIKVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | 7.336 | 6.751 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 5.33B | 12% |
| Annual Yield % from dividends | 2.55 | 3.22 | 79% |
| Returns for 1 year | 12.14 | 12.99 | 93% |
| Returns for 3 years | 8.30 | 1.90 | 436% |
| Returns for 5 years | 18.36 | 14.97 | 123% |
| Returns for 10 years | 29.51 | N/A | - |
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