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AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
Ave Maria Bond
Price$12.27
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% M
Price$13.61
Change-$0.04 (-0.29%)
VolumeN/A
CapitalizationN/A
AVEFX vs FTDWX Comparison Chart
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AVEFX vs. FTDWX commentary
Nov 17, 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 FTDWX is a Buy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.27B vs. AVEFX (671M). FTDWX (2.67) and AVEFX (2.55) have matching dividends . AVEFX was incepted earlier than FTDWX: AVEFX (22 years) vs FTDWX (18 years). FTDWX is a more actively managed with annual turnover of: 28.00 vs. AVEFX (16.00). FTDWX has a lower initial minimum investment than AVEFX: FTDWX (0) vs AVEFX (2500). AVEFX annual gain was more profitable for investors over the last year : 10.59 vs. FTDWX (9.50). AVEFX return over 5 years is better than : 16.30 vs. FTDWX (9.29).
| AVEFX | FTDWX | AVEFX / FTDWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 6.859 | 4.949 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 671M | 5.27B | 13% |
| Annual Yield % from dividends | 2.55 | 2.67 | 96% |
| Returns for 1 year | 10.59 | 9.50 | 111% |
| Returns for 3 years | 6.74 | -1.66 | -407% |
| Returns for 5 years | 16.30 | 9.29 | 175% |
| Returns for 10 years | 27.93 | 14.11 | 198% |
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