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AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.31
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets768.37M
Fidelity Advisor Asset Manager 20% C
Price$13.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets5.49B
AVEFX vs FTCWX Comparison Chart in %
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AVEFX vs. FTCWX commentary
Aug 16, 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: 5.49B vs. AVEFX (768M). AVEFX pays higher dividends than FTCWX: AVEFX (3.18) vs FTCWX (2.23). 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 : 5.30 vs. AVEFX (4.33). AVEFX return over 5 years is better than : 17.16 vs. FTCWX (8.20).
| 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 | 4.034 | 5.298 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 768M | 5.49B | 14% |
| Annual Yield % from dividends | 3.18 | 2.23 | 143% |
| Returns for 1 year | 4.33 | 5.30 | 82% |
| Returns for 3 years | 13.10 | 9.90 | 132% |
| Returns for 5 years | 17.16 | 8.20 | 209% |
| Returns for 10 years | 35.25 | 17.69 | 199% |
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