Ad is loading...
AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets706.31M
Fidelity Advisor Asset Manager 20% A
Price$13.73
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets5.64B
AVEFX vs FTAWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AVEFX vs. FTAWX commentary
Feb 23, 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 StrongBuy and FTAWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.64B vs. AVEFX (706M). 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 : 8.08 vs. FTAWX (6.52). AVEFX return over 5 years is better than : 18.01 vs. FTAWX (9.85).
| 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 | 1.786 | 1.641 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 706M | 5.64B | 13% |
| Annual Yield % from dividends | 2.55 | 2.88 | 88% |
| Returns for 1 year | 8.08 | 6.52 | 124% |
| Returns for 3 years | 11.47 | 4.57 | 251% |
| Returns for 5 years | 18.01 | 9.85 | 183% |
| Returns for 10 years | 31.30 | 20.72 | 151% |
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 % |
| RGBFX | 38.01 | -0.24 | -0.63% |
| American Funds Global Balanced R5 | |||
| COSTX | 10.68 | -0.07 | -0.65% |
| Columbia Overseas Core Institutional 2 | |||
| STMDX | 36.23 | -0.34 | -0.93% |
| Sterling Capital Real Estate I | |||
| PFPFX | 51.50 | -0.63 | -1.21% |
| Poplar Forest Partners A | |||
| ETTGX | 120.24 | -2.13 | -1.74% |
| Eaton Vance Tx-Mgd Growth 1.1 A | |||