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AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.08
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% C
Price$13.44
Change+$0.02 (+0.15%)
VolumeN/A
CapitalizationN/A
AVEFX vs FTCWX Comparison Chart
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AVEFX vs. FTCWX commentary
Jan 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.64B vs. AVEFX (678M). AVEFX pays higher dividends than FTCWX: AVEFX (2.55) vs FTCWX (2.18). AVEFX was incepted earlier than FTCWX: AVEFX (22 years) vs FTCWX (18 years). FTCWX is a more actively managed with annual turnover of: 28.00 vs. AVEFX (16.00). 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 : 6.43 vs. FTCWX (5.43). AVEFX return over 5 years is better than : 16.11 vs. FTCWX (5.99).
| AVEFX | FTCWX | AVEFX / FTCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 0.083 | 0.224 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 678M | 5.64B | 12% |
| Annual Yield % from dividends | 2.55 | 2.18 | 117% |
| Returns for 1 year | 6.43 | 5.43 | 118% |
| Returns for 3 years | 6.93 | -2.53 | -274% |
| Returns for 5 years | 16.11 | 5.99 | 269% |
| Returns for 10 years | 30.36 | 12.44 | 244% |
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