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AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.30
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets789.44M
Fidelity Advisor Asset Manager 20% C
Price$14.10
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.61B
AVEFX vs FTCWX Comparison Chart in %
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AVEFX vs. FTCWX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.61B vs. AVEFX (789M). AVEFX pays higher dividends than FTCWX: AVEFX (3.31) vs FTCWX (2.14). AVEFX was incepted earlier than FTCWX: AVEFX (23 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 : 6.91 vs. AVEFX (3.28). AVEFX return over 5 years is better than : 16.39 vs. FTCWX (8.06).
| AVEFX | FTCWX | AVEFX / FTCWX | |
| Total Expense Ratio | 0.42 | 1.52 | 28% |
| Annual Report Gross Expense Ratio | 0.42 | 1.52 | 28% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.668 | 7.339 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 789M | 5.61B | 14% |
| Annual Yield % from dividends | 3.31 | 2.14 | 154% |
| Returns for 1 year | 3.28 | 6.91 | 48% |
| Returns for 3 years | 14.48 | 17.16 | 84% |
| Returns for 5 years | 16.39 | 8.06 | 203% |
| Returns for 10 years | 35.03 | 20.72 | 169% |
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