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AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
Ave Maria Bond
Price$12.27
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% I
Price$13.68
Change-$0.04 (-0.29%)
VolumeN/A
CapitalizationN/A
AVEFX vs FTIWX Comparison Chart
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AVEFX vs. FTIWX commentary
Nov 17, 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 FTIWX is a Buy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.27B vs. AVEFX (671M). FTIWX pays higher dividends than AVEFX: FTIWX (3.13) vs AVEFX (2.55). AVEFX was incepted earlier than FTIWX: AVEFX (22 years) vs FTIWX (18 years). FTIWX is a more actively managed with annual turnover of: 28.00 vs. AVEFX (16.00). FTIWX has a lower initial minimum investment than AVEFX: FTIWX (0) vs AVEFX (2500). AVEFX (10.59) and FTIWX (10.08) have marching annual gain over last year. AVEFX return over 5 years is better than : 16.30 vs. FTIWX (12.12).
| AVEFX | FTIWX | AVEFX / FTIWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 6.859 | 5.422 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 671M | 5.27B | 13% |
| Annual Yield % from dividends | 2.55 | 3.13 | 81% |
| Returns for 1 year | 10.59 | 10.08 | 105% |
| Returns for 3 years | 6.74 | -0.13 | -5,291% |
| Returns for 5 years | 16.30 | 12.12 | 134% |
| Returns for 10 years | 27.93 | 20.32 | 137% |
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