Ad is loading...
AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
Ave Maria Bond
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% I
Price$13.92
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AVEFX vs FTIWX Comparison Chart
Loading...
AVEFX vs. FTIWX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.33B vs. AVEFX (663M). FTIWX pays higher dividends than AVEFX: FTIWX (3.13) vs AVEFX (2.55). AVEFX was incepted earlier than FTIWX: AVEFX (21 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). FTIWX annual gain was more profitable for investors over the last year : 12.90 vs. AVEFX (12.14). AVEFX return over 5 years is better than : 18.36 vs. FTIWX (14.49).
| AVEFX | FTIWX | AVEFX / FTIWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 7.336 | 6.698 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 663M | 5.33B | 12% |
| Annual Yield % from dividends | 2.55 | 3.13 | 81% |
| Returns for 1 year | 12.14 | 12.90 | 94% |
| Returns for 3 years | 8.30 | 1.63 | 509% |
| Returns for 5 years | 18.36 | 14.49 | 127% |
| Returns for 10 years | 29.51 | 22.65 | 130% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers