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AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
Ave Maria Bond
Price$12.31
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets768.37M
Fidelity Advisor Asset Manager 20% M
Price$14.05
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets5.49B
AVEFX vs FTDWX Comparison Chart in %
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AVEFX vs. FTDWX commentary
Aug 16, 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: 5.49B vs. AVEFX (768M). AVEFX pays higher dividends than FTDWX: AVEFX (3.18) vs FTDWX (2.70). 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 : 5.87 vs. AVEFX (4.33). AVEFX return over 5 years is better than : 17.16 vs. FTDWX (10.97).
| 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 | 4.034 | 5.621 | 72% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 768M | 5.49B | 14% |
| Annual Yield % from dividends | 3.18 | 2.70 | 118% |
| Returns for 1 year | 4.33 | 5.87 | 74% |
| Returns for 3 years | 13.10 | 11.64 | 113% |
| Returns for 5 years | 17.16 | 10.97 | 156% |
| Returns for 10 years | 35.25 | 23.76 | 148% |
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