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AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
Ave Maria Bond
Price$12.36
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets781.5M
Fidelity Advisor Asset Manager 20% M
Price$14.20
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.56B
AVEFX vs FTDWX Comparison Chart in %
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AVEFX vs. FTDWX commentary
Sep 26, 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 FTDWX is a Buy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.56B vs. AVEFX (781M). AVEFX pays higher dividends than FTDWX: AVEFX (3.16) vs FTDWX (2.67). 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). FTDWX annual gain was more profitable for investors over the last year : 5.60 vs. AVEFX (3.41). AVEFX return over 5 years is better than : 19.41 vs. FTDWX (13.05).
| 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 | 4.835 | 7.110 | 68% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 781M | 5.56B | 14% |
| Annual Yield % from dividends | 3.16 | 2.67 | 119% |
| Returns for 1 year | 3.41 | 5.60 | 61% |
| Returns for 3 years | 19.94 | 21.06 | 95% |
| Returns for 5 years | 19.41 | 13.05 | 149% |
| Returns for 10 years | 37.72 | 28.75 | 131% |
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