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AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
Ave Maria Bond
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets756.35M
Fidelity Advisor Asset Manager 20% M
Price$13.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.51B
AVEFX vs FTDWX Comparison Chart in %
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AVEFX vs. FTDWX 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 FTDWX is a Buy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.51B vs. AVEFX (756M). AVEFX pays higher dividends than FTDWX: AVEFX (3.14) vs FTDWX (2.71). AVEFX was incepted earlier than FTDWX: AVEFX (22 years) vs FTDWX (19 years). FTDWX (1.02) is less costly to investors than AVEFX (0.42). FTDWX is a more actively managed with annual turnover of: 24.00 vs. AVEFX (20.00). FTDWX has a lower initial minimum investment than AVEFX: FTDWX (0) vs AVEFX (2500). AVEFX (6.75) and FTDWX (6.48) have marching annual gain over last year. AVEFX return over 5 years is better than : 19.71 vs. FTDWX (11.63).
| AVEFX | FTDWX | AVEFX / FTDWX | |
| Total Expense Ratio | 0.42 | 1.02 | 41% |
| Annual Report Gross Expense Ratio | 0.42 | 1.02 | 41% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 3.756 | 4.345 | 86% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 756M | 5.51B | 14% |
| Annual Yield % from dividends | 3.14 | 2.71 | 116% |
| Returns for 1 year | 6.75 | 6.48 | 104% |
| Returns for 3 years | 15.57 | 13.63 | 114% |
| Returns for 5 years | 19.71 | 11.63 | 170% |
| Returns for 10 years | 34.68 | 22.08 | 157% |
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