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AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.31
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets768.37M
Fidelity Advisor Asset Manager 20% A
Price$14.09
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets5.49B
AVEFX vs FTAWX Comparison Chart in %
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AVEFX vs. FTAWX commentary
Aug 16, 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 AVEFX is a Buy and FTAWX is a Buy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.49B vs. AVEFX (768M). AVEFX pays higher dividends than FTAWX: AVEFX (3.18) vs FTAWX (2.96). AVEFX was incepted earlier than FTAWX: AVEFX (22 years) vs FTAWX (19 years). FTAWX (0.77) is less costly to investors than AVEFX (0.42). FTAWX is a more actively managed with annual turnover of: 24.00 vs. AVEFX (20.00). FTAWX has a lower initial minimum investment than AVEFX: FTAWX (0) vs AVEFX (2500). FTAWX annual gain was more profitable for investors over the last year : 6.13 vs. AVEFX (4.33). AVEFX return over 5 years is better than : 17.16 vs. FTAWX (12.38).
| AVEFX | FTAWX | AVEFX / FTAWX | |
| Total Expense Ratio | 0.42 | 0.77 | 55% |
| Annual Report Gross Expense Ratio | 0.42 | 0.77 | 55% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 4.034 | 5.837 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 768M | 5.49B | 14% |
| Annual Yield % from dividends | 3.18 | 2.96 | 107% |
| Returns for 1 year | 4.33 | 6.13 | 71% |
| Returns for 3 years | 13.10 | 12.46 | 105% |
| Returns for 5 years | 17.16 | 12.38 | 139% |
| Returns for 10 years | 35.25 | 26.94 | 131% |
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