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AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets706.31M
Fidelity Advisor Asset Manager 20% C
Price$13.58
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets5.64B
AVEFX vs FTCWX Comparison Chart
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AVEFX vs. FTCWX commentary
Feb 23, 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 StrongBuy and FTCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.64B vs. AVEFX (706M). 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 : 8.08 vs. FTCWX (5.68). AVEFX return over 5 years is better than : 18.01 vs. FTCWX (5.80).
| 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 | 1.786 | 1.531 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 706M | 5.64B | 13% |
| Annual Yield % from dividends | 2.55 | 2.18 | 117% |
| Returns for 1 year | 8.08 | 5.68 | 142% |
| Returns for 3 years | 11.47 | 2.24 | 511% |
| Returns for 5 years | 18.01 | 5.80 | 310% |
| Returns for 10 years | 31.30 | 11.93 | 262% |
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