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AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.28
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets790.4M
Fidelity Advisor Asset Manager 20% A
Price$14.26
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets5.61B
AVEFX vs FTAWX Comparison Chart in %
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AVEFX vs. FTAWX commentary
Nov 20, 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: 5.61B vs. AVEFX (790M). AVEFX pays higher dividends than FTAWX: AVEFX (3.31) vs FTAWX (2.86). AVEFX was incepted earlier than FTAWX: AVEFX (23 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 : 7.29 vs. AVEFX (3.28). AVEFX return over 5 years is better than : 16.48 vs. FTAWX (11.95).
| AVEFX | FTAWX | AVEFX / FTAWX | |
| Total Expense Ratio | 0.42 | 0.77 | 55% |
| Annual Report Gross Expense Ratio | 0.42 | 0.77 | 55% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.753 | 7.858 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 790M | 5.61B | 14% |
| Annual Yield % from dividends | 3.31 | 2.86 | 116% |
| Returns for 1 year | 3.28 | 7.29 | 45% |
| Returns for 3 years | 14.57 | 19.67 | 74% |
| Returns for 5 years | 16.48 | 11.95 | 138% |
| Returns for 10 years | 35.14 | 30.03 | 117% |
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