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AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.22
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets747.58M
Fidelity Advisor Asset Manager 20% A
Price$13.79
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets5.44B
AVEFX vs FTAWX Comparison Chart
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AVEFX vs. FTAWX commentary
Jun 15, 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: 5.44B vs. AVEFX (748M). AVEFX (3.08) and FTAWX (3.00) have matching dividends . 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). AVEFX annual gain was more profitable for investors over the last year : 5.89 vs. FTAWX (5.47). AVEFX return over 5 years is better than : 19.00 vs. FTAWX (12.59).
| 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 | 2.608 | 2.963 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 748M | 5.44B | 14% |
| Annual Yield % from dividends | 3.08 | 3.00 | 103% |
| Returns for 1 year | 5.89 | 5.47 | 108% |
| Returns for 3 years | 15.52 | 14.66 | 106% |
| Returns for 5 years | 19.00 | 12.59 | 151% |
| Returns for 10 years | 32.88 | 22.89 | 144% |
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