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AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
Ave Maria Bond
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets756.35M
Fidelity Advisor Asset Manager 20% I
Price$14.04
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.51B
AVEFX vs FTIWX Comparison Chart in %
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AVEFX vs. FTIWX commentary
Jul 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 FTIWX is a Buy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.51B vs. AVEFX (756M). FTIWX (3.19) and AVEFX (3.14) have matching dividends . AVEFX was incepted earlier than FTIWX: AVEFX (22 years) vs FTIWX (19 years). FTIWX (0.52) is less costly to investors than AVEFX (0.42). FTIWX is a more actively managed with annual turnover of: 24.00 vs. AVEFX (20.00). FTIWX has a lower initial minimum investment than AVEFX: FTIWX (0) vs AVEFX (2500). FTIWX (7.06) and AVEFX (6.75) have marching annual gain over last year. AVEFX return over 5 years is better than : 19.71 vs. FTIWX (14.51).
| AVEFX | FTIWX | AVEFX / FTIWX | |
| Total Expense Ratio | 0.42 | 0.52 | 81% |
| Annual Report Gross Expense Ratio | 0.42 | 0.52 | 81% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 3.756 | 4.687 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 756M | 5.51B | 14% |
| Annual Yield % from dividends | 3.14 | 3.19 | 98% |
| Returns for 1 year | 6.75 | 7.06 | 95% |
| Returns for 3 years | 15.57 | 15.41 | 101% |
| Returns for 5 years | 19.71 | 14.51 | 136% |
| Returns for 10 years | 34.68 | 28.64 | 121% |
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