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AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
Ave Maria Bond
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% M
Price$13.85
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
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AVEFX vs FTDWX Comparison Chart
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AVEFX vs. FTDWX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.33B vs. AVEFX (663M). FTDWX (2.67) and AVEFX (2.55) have matching dividends . AVEFX was incepted earlier than FTDWX: AVEFX (21 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). FTDWX (12.30) and AVEFX (12.14) have marching annual gain over last year. AVEFX return over 5 years is better than : 18.36 vs. FTDWX (11.62).
| AVEFX | FTDWX | AVEFX / FTDWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 7.336 | 6.304 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 663M | 5.33B | 12% |
| Annual Yield % from dividends | 2.55 | 2.67 | 96% |
| Returns for 1 year | 12.14 | 12.30 | 99% |
| Returns for 3 years | 8.30 | 0.07 | 11,613% |
| Returns for 5 years | 18.36 | 11.62 | 158% |
| Returns for 10 years | 29.51 | 16.33 | 181% |
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