Interact to see
Advertisement
Advertisement
AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.36
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets781.5M
Fidelity Advisor Asset Manager 20% C
Price$14.08
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.56B
AVEFX vs FTCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVEFX vs. FTCWX 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 FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.56B vs. AVEFX (781M). AVEFX pays higher dividends than FTCWX: AVEFX (3.16) vs FTCWX (2.19). 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 : 5.03 vs. AVEFX (3.41). AVEFX return over 5 years is better than : 19.41 vs. FTCWX (10.15).
| 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 | 4.835 | 6.742 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 781M | 5.56B | 14% |
| Annual Yield % from dividends | 3.16 | 2.19 | 145% |
| Returns for 1 year | 3.41 | 5.03 | 68% |
| Returns for 3 years | 19.94 | 19.23 | 104% |
| Returns for 5 years | 19.41 | 10.15 | 191% |
| Returns for 10 years | 37.72 | 22.45 | 168% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement