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AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
Ave Maria Bond
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets756.35M
Fidelity Advisor Asset Manager 20% C
Price$13.85
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.51B
AVEFX vs FTCWX Comparison Chart in %
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AVEFX vs. FTCWX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.51B vs. AVEFX (756M). AVEFX pays higher dividends than FTCWX: AVEFX (3.14) vs FTCWX (2.24). 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). AVEFX annual gain was more profitable for investors over the last year : 6.75 vs. FTCWX (6.00). AVEFX return over 5 years is better than : 19.71 vs. FTCWX (8.83).
| 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 | 3.756 | 4.172 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 756M | 5.51B | 14% |
| Annual Yield % from dividends | 3.14 | 2.24 | 140% |
| Returns for 1 year | 6.75 | 6.00 | 112% |
| Returns for 3 years | 15.57 | 11.98 | 130% |
| Returns for 5 years | 19.71 | 8.83 | 223% |
| Returns for 10 years | 34.68 | 16.11 | 215% |
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