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AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.37
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets782.56M
Fidelity Advisor Asset Manager 20% C
Price$14.23
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets5.57B
AVEFX vs FTCWX Comparison Chart in %
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AVEFX vs. FTCWX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.57B vs. AVEFX (783M). AVEFX pays higher dividends than FTCWX: AVEFX (3.26) vs FTCWX (2.16). 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). FTCWX annual gain was more profitable for investors over the last year : 6.07 vs. AVEFX (3.34). AVEFX return over 5 years is better than : 18.36 vs. FTCWX (10.03).
| 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 | 4.904 | 7.529 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 783M | 5.57B | 14% |
| Annual Yield % from dividends | 3.26 | 2.16 | 151% |
| Returns for 1 year | 3.34 | 6.07 | 55% |
| Returns for 3 years | 18.28 | 20.96 | 87% |
| Returns for 5 years | 18.36 | 10.03 | 183% |
| Returns for 10 years | 35.08 | 20.54 | 171% |
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