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AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.27
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% A
Price$13.65
Change-$0.04 (-0.29%)
VolumeN/A
CapitalizationN/A
AVEFX vs FTAWX Comparison Chart
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AVEFX vs. FTAWX commentary
Nov 17, 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 Buy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.27B vs. AVEFX (671M). FTAWX pays higher dividends than AVEFX: FTAWX (2.88) vs AVEFX (2.55). AVEFX was incepted earlier than FTAWX: AVEFX (22 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). AVEFX annual gain was more profitable for investors over the last year : 10.59 vs. FTAWX (9.76). AVEFX return over 5 years is better than : 16.30 vs. FTAWX (10.68).
| AVEFX | FTAWX | AVEFX / FTAWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 6.859 | 5.160 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 671M | 5.27B | 13% |
| Annual Yield % from dividends | 2.55 | 2.88 | 88% |
| Returns for 1 year | 10.59 | 9.76 | 108% |
| Returns for 3 years | 6.74 | -0.94 | -718% |
| Returns for 5 years | 16.30 | 10.68 | 153% |
| Returns for 10 years | 27.93 | 17.15 | 163% |
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