Ad is loading...
AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% C
Price$13.74
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AVEFX vs FTCWX Comparison Chart
Loading...
AVEFX vs. FTCWX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.33B vs. AVEFX (663M). AVEFX pays higher dividends than FTCWX: AVEFX (2.55) vs FTCWX (2.18). AVEFX was incepted earlier than FTCWX: AVEFX (21 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 (12.14) and FTCWX (11.74) have marching annual gain over last year. AVEFX return over 5 years is better than : 18.36 vs. FTCWX (8.83).
| AVEFX | FTCWX | AVEFX / FTCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 7.336 | 5.933 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 663M | 5.33B | 12% |
| Annual Yield % from dividends | 2.55 | 2.18 | 117% |
| Returns for 1 year | 12.14 | 11.74 | 103% |
| Returns for 3 years | 8.30 | -1.44 | -574% |
| Returns for 5 years | 18.36 | 8.83 | 208% |
| Returns for 10 years | 29.51 | 10.65 | 277% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MMUKX | 24.74 | 0.55 | +2.27% |
| MFS Utilities R6 | |||
| GCEGX | 9.98 | 0.04 | +0.40% |
| Goldman Sachs Clean Energy Income C | |||
| DVSMX | 22.99 | N/A | N/A |
| Driehaus Small Cap Growth Investor | |||
| WAIGX | 26.25 | -0.12 | -0.46% |
| Wasatch International Growth Investor | |||
| MGIAX | 42.77 | -0.37 | -0.86% |
| MFS International Intrinsic Value A | |||