Ad is loading...
AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% A
Price$13.89
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AVEFX vs FTAWX Comparison Chart
Loading...
AVEFX vs. FTAWX 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 FTAWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.33B vs. AVEFX (663M). FTAWX pays higher dividends than AVEFX: FTAWX (2.88) vs AVEFX (2.55). AVEFX was incepted earlier than FTAWX: AVEFX (21 years) vs FTAWX (18 years). FTAWX is a more actively managed with annual turnover of: 28.00 vs. AVEFX (16.00). FTAWX has a lower initial minimum investment than AVEFX: FTAWX (0) vs AVEFX (2500). FTAWX (12.56) and AVEFX (12.14) have marching annual gain over last year. AVEFX return over 5 years is better than : 18.36 vs. FTAWX (13.03).
| AVEFX | FTAWX | AVEFX / FTAWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 7.336 | 6.466 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 663M | 5.33B | 12% |
| Annual Yield % from dividends | 2.55 | 2.88 | 88% |
| Returns for 1 year | 12.14 | 12.56 | 97% |
| Returns for 3 years | 8.30 | 0.86 | 961% |
| Returns for 5 years | 18.36 | 13.03 | 141% |
| Returns for 10 years | 29.51 | 19.41 | 152% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JVTAX | 84.68 | N/A | N/A |
| Janus Henderson Venture A | |||
| FDCPX | 110.74 | -0.06 | -0.05% |
| Fidelity Select Tech Hardware | |||
| SPGRX | 18.11 | -0.01 | -0.06% |
| DWS Equity Sector Strategy Fund Class S | |||
| VBINX | 49.86 | -0.08 | -0.16% |
| Vanguard Balanced Index Inv | |||
| BRSSX | 15.65 | -0.16 | -1.01% |
| MFS Blended Research Small Cap Eq R2 | |||