Interact to see
Advertisement
Advertisement
AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
Ave Maria Bond
Price$12.28
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets790.4M
Fidelity Advisor Asset Manager 20% M
Price$14.22
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets5.61B
AVEFX vs FTDWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVEFX vs. FTDWX commentary
Nov 20, 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: 5.61B vs. AVEFX (790M). AVEFX pays higher dividends than FTDWX: AVEFX (3.31) vs FTDWX (2.62). AVEFX was incepted earlier than FTDWX: AVEFX (23 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). FTDWX annual gain was more profitable for investors over the last year : 7.03 vs. AVEFX (3.28). AVEFX return over 5 years is better than : 16.48 vs. FTDWX (10.55).
| AVEFX | FTDWX | AVEFX / FTDWX | |
| Total Expense Ratio | 0.42 | 1.02 | 41% |
| Annual Report Gross Expense Ratio | 0.42 | 1.02 | 41% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.753 | 7.576 | 63% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 790M | 5.61B | 14% |
| Annual Yield % from dividends | 3.31 | 2.62 | 126% |
| Returns for 1 year | 3.28 | 7.03 | 47% |
| Returns for 3 years | 14.57 | 18.74 | 78% |
| Returns for 5 years | 16.48 | 10.55 | 156% |
| Returns for 10 years | 35.14 | 26.68 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement