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AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
Ave Maria Bond
Price$12.17
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets741.41M
Fidelity Advisor Asset Manager 20% M
Price$13.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.44B
AVEFX vs FTDWX Comparison Chart
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AVEFX vs. FTDWX commentary
Jun 03, 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: 5.44B vs. AVEFX (741M). AVEFX pays higher dividends than FTDWX: AVEFX (3.08) vs FTDWX (2.73). 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 annual gain was more profitable for investors over the last year : 6.35 vs. FTDWX (5.73). AVEFX return over 5 years is better than : 17.99 vs. FTDWX (10.45).
| 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 | 2.356 | 2.267 | 104% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 741M | 5.44B | 14% |
| Annual Yield % from dividends | 3.08 | 2.73 | 113% |
| Returns for 1 year | 6.35 | 5.73 | 111% |
| Returns for 3 years | 12.02 | 9.02 | 133% |
| Returns for 5 years | 17.99 | 10.45 | 172% |
| Returns for 10 years | 32.79 | 19.28 | 170% |
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