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AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.19
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets744.02M
Fidelity Advisor Asset Manager 20% C
Price$13.49
Change-$0.08 (-0.59%)
VolumeN/A
Net Assets5.37B
AVEFX vs FTCWX Comparison Chart
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AVEFX vs. FTCWX commentary
May 22, 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: 5.37B vs. AVEFX (744M). AVEFX pays higher dividends than FTCWX: AVEFX (3.09) vs FTCWX (2.28). 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 : 6.11 vs. FTCWX (4.46). AVEFX return over 5 years is better than : 20.91 vs. FTCWX (9.35).
| 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 | 2.549 | 1.902 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 744M | 5.37B | 14% |
| Annual Yield % from dividends | 3.09 | 2.28 | 136% |
| Returns for 1 year | 6.11 | 4.46 | 137% |
| Returns for 3 years | 13.60 | 8.28 | 164% |
| Returns for 5 years | 20.91 | 9.35 | 224% |
| Returns for 10 years | 32.37 | 12.19 | 266% |
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