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AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
Ave Maria Bond
Price$12.07
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets725.37M
Fidelity Advisor Asset Manager 20% M
Price$13.25
Change-$0.11 (-0.82%)
VolumeN/A
Net Assets5.41B
AVEFX vs FTDWX Comparison Chart
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AVEFX vs. FTDWX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.41B vs. AVEFX (725M). AVEFX pays higher dividends than FTDWX: AVEFX (3.09) vs FTDWX (2.80). 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: 28.00 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 (3.82). AVEFX return over 5 years is better than : 20.97 vs. FTDWX (11.97).
| 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 | 1.116 | -0.541 | -206% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 725M | 5.41B | 13% |
| Annual Yield % from dividends | 3.09 | 2.80 | 111% |
| Returns for 1 year | 6.35 | 3.82 | 166% |
| Returns for 3 years | 10.77 | 3.75 | 288% |
| Returns for 5 years | 20.97 | 11.97 | 175% |
| Returns for 10 years | 30.77 | 14.62 | 210% |
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