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AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
Ave Maria Bond
Price$12.08
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% M
Price$13.54
Change+$0.02 (+0.15%)
VolumeN/A
CapitalizationN/A
AVEFX vs FTDWX Comparison Chart
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AVEFX vs. FTDWX commentary
Jan 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.64B vs. AVEFX (678M). 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 (6.43) and FTDWX (6.15) have marching annual gain over last year. AVEFX return over 5 years is better than : 16.11 vs. FTDWX (8.90).
| 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 | 0.083 | 0.296 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 678M | 5.64B | 12% |
| Annual Yield % from dividends | 2.55 | 2.67 | 96% |
| Returns for 1 year | 6.43 | 6.15 | 104% |
| Returns for 3 years | 6.93 | -0.01 | -120,854% |
| Returns for 5 years | 16.11 | 8.90 | 181% |
| Returns for 10 years | 30.36 | 17.70 | 172% |
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