Interact to see
Advertisement
Advertisement
AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
Ave Maria Bond
Price$12.37
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets782.56M
Fidelity Advisor Asset Manager 20% I
Price$14.42
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets5.57B
AVEFX vs FTIWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVEFX vs. FTIWX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.57B vs. AVEFX (783M). AVEFX pays higher dividends than FTIWX: AVEFX (3.26) vs FTIWX (3.09). 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 annual gain was more profitable for investors over the last year : 7.13 vs. AVEFX (3.34). AVEFX return over 5 years is better than : 18.36 vs. FTIWX (15.76).
| 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 | 4.904 | 8.426 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 783M | 5.57B | 14% |
| Annual Yield % from dividends | 3.26 | 3.09 | 106% |
| Returns for 1 year | 3.34 | 7.13 | 47% |
| Returns for 3 years | 18.28 | 24.68 | 74% |
| Returns for 5 years | 18.36 | 15.76 | 117% |
| Returns for 10 years | 35.08 | 33.56 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement