Interact to see
Advertisement
Advertisement
AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
Ave Maria Bond
Price$12.19
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets744.02M
Fidelity Advisor Asset Manager 20% I
Price$13.67
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets5.37B
AVEFX vs FTIWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AVEFX vs. FTIWX commentary
May 22, 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: 5.37B vs. AVEFX (744M). FTIWX (3.25) and AVEFX (3.09) 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). AVEFX annual gain was more profitable for investors over the last year : 6.11 vs. FTIWX (5.44). AVEFX return over 5 years is better than : 20.91 vs. FTIWX (14.99).
| 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 | 2.549 | 2.265 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 744M | 5.37B | 14% |
| Annual Yield % from dividends | 3.09 | 3.25 | 95% |
| Returns for 1 year | 6.11 | 5.44 | 112% |
| Returns for 3 years | 13.60 | 11.53 | 118% |
| Returns for 5 years | 20.91 | 14.99 | 140% |
| Returns for 10 years | 32.37 | 24.26 | 133% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GCITX | 15.74 | N/A | N/A |
| Goldman Sachs Intl Eq Insghts Inv | |||
| MRIGX | 33.98 | N/A | N/A |
| Meridian Growth Investor | |||
| GCFSX | 17.47 | N/A | N/A |
| Gabelli Global Financial Services C | |||
| TIBCX | 28.89 | -0.13 | -0.45% |
| Thornburg Investment Income Builder C | |||
| FSTBX | 20.71 | -0.19 | -0.91% |
| Federated Hermes Global Allocation A | |||