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AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.36
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets781.5M
Fidelity Advisor Asset Manager 20% A
Price$14.24
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.56B
AVEFX vs FTAWX Comparison Chart in %
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AVEFX vs. FTAWX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.56B vs. AVEFX (781M). AVEFX pays higher dividends than FTAWX: AVEFX (3.16) vs FTAWX (2.91). 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 annual gain was more profitable for investors over the last year : 5.86 vs. AVEFX (3.41). AVEFX return over 5 years is better than : 19.41 vs. FTAWX (14.41).
| 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 | 4.835 | 7.347 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 781M | 5.56B | 14% |
| Annual Yield % from dividends | 3.16 | 2.91 | 109% |
| Returns for 1 year | 3.41 | 5.86 | 58% |
| Returns for 3 years | 19.94 | 21.92 | 91% |
| Returns for 5 years | 19.41 | 14.41 | 135% |
| Returns for 10 years | 37.72 | 32.15 | 117% |
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