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AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets756.35M
Fidelity Advisor Asset Manager 20% A
Price$14.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.51B
AVEFX vs FTAWX Comparison Chart in %
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AVEFX vs. FTAWX commentary
Jul 07, 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: 5.51B vs. AVEFX (756M). AVEFX pays higher dividends than FTAWX: AVEFX (3.14) vs FTAWX (2.98). 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 (6.76) and AVEFX (6.75) have marching annual gain over last year. AVEFX return over 5 years is better than : 19.71 vs. FTAWX (13.06).
| 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 | 3.756 | 4.531 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 756M | 5.51B | 14% |
| Annual Yield % from dividends | 3.14 | 2.98 | 105% |
| Returns for 1 year | 6.75 | 6.76 | 100% |
| Returns for 3 years | 15.57 | 14.54 | 107% |
| Returns for 5 years | 19.71 | 13.06 | 151% |
| Returns for 10 years | 34.68 | 25.22 | 138% |
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