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AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
Ave Maria Bond
Price$12.22
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets747.58M
Fidelity Advisor Asset Manager 20% I
Price$13.82
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets5.44B
AVEFX vs FTIWX Comparison Chart
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AVEFX vs. FTIWX commentary
Jun 15, 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: 5.44B vs. AVEFX (748M). FTIWX (3.21) and AVEFX (3.08) 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 (5.89) and FTIWX (5.70) have marching annual gain over last year. AVEFX return over 5 years is better than : 19.00 vs. FTIWX (14.04).
| 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 | 2.608 | 3.047 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 748M | 5.44B | 14% |
| Annual Yield % from dividends | 3.08 | 3.21 | 96% |
| Returns for 1 year | 5.89 | 5.70 | 103% |
| Returns for 3 years | 15.52 | 15.56 | 100% |
| Returns for 5 years | 19.00 | 14.04 | 135% |
| Returns for 10 years | 32.88 | 26.19 | 126% |
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