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AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.07
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets725.37M
Fidelity Advisor Asset Manager 20% A
Price$13.28
Change-$0.11 (-0.82%)
VolumeN/A
Net Assets5.41B
AVEFX vs FTAWX Comparison Chart
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AVEFX vs. FTAWX commentary
Apr 12, 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 Hold and FTAWX is a Hold.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.41B vs. AVEFX (725M). AVEFX (3.09) and FTAWX (3.05) 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: 28.00 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 : 6.35 vs. FTAWX (4.01). AVEFX return over 5 years is better than : 20.97 vs. FTAWX (13.32).
| 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 | 1.116 | -0.475 | -235% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 725M | 5.41B | 13% |
| Annual Yield % from dividends | 3.09 | 3.05 | 101% |
| Returns for 1 year | 6.35 | 4.01 | 158% |
| Returns for 3 years | 10.77 | 4.52 | 239% |
| Returns for 5 years | 20.97 | 13.32 | 157% |
| Returns for 10 years | 30.77 | 17.52 | 176% |
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