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AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.22
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets747.58M
Fidelity Advisor Asset Manager 20% C
Price$13.64
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets5.44B
AVEFX vs FTCWX Comparison Chart
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AVEFX vs. FTCWX commentary
Jun 15, 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 FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.44B vs. AVEFX (748M). AVEFX pays higher dividends than FTCWX: AVEFX (3.08) vs FTCWX (2.26). AVEFX was incepted earlier than FTCWX: AVEFX (22 years) vs FTCWX (19 years). FTCWX (1.52) is less costly to investors than AVEFX (0.42). FTCWX is a more actively managed with annual turnover of: 24.00 vs. AVEFX (20.00). FTCWX has a lower initial minimum investment than AVEFX: FTCWX (0) vs AVEFX (2500). AVEFX annual gain was more profitable for investors over the last year : 5.89 vs. FTCWX (4.63). AVEFX return over 5 years is better than : 19.00 vs. FTCWX (8.37).
| AVEFX | FTCWX | AVEFX / FTCWX | |
| Total Expense Ratio | 0.42 | 1.52 | 28% |
| Annual Report Gross Expense Ratio | 0.42 | 1.52 | 28% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 2.608 | 2.593 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 748M | 5.44B | 14% |
| Annual Yield % from dividends | 3.08 | 2.26 | 136% |
| Returns for 1 year | 5.89 | 4.63 | 127% |
| Returns for 3 years | 15.52 | 12.12 | 128% |
| Returns for 5 years | 19.00 | 8.37 | 227% |
| Returns for 10 years | 32.88 | 13.87 | 237% |
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