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AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
Ave Maria Bond
Price$12.31
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets768.37M
Fidelity Advisor Asset Manager 20% I
Price$14.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets5.49B
AVEFX vs FTIWX Comparison Chart in %
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AVEFX vs. FTIWX commentary
Aug 16, 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: 5.49B vs. AVEFX (768M). AVEFX (3.18) and FTIWX (3.17) 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). FTIWX annual gain was more profitable for investors over the last year : 6.35 vs. AVEFX (4.33). AVEFX return over 5 years is better than : 17.16 vs. FTIWX (13.81).
| 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 | 4.034 | 5.946 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 768M | 5.49B | 14% |
| Annual Yield % from dividends | 3.18 | 3.17 | 100% |
| Returns for 1 year | 4.33 | 6.35 | 68% |
| Returns for 3 years | 13.10 | 13.33 | 98% |
| Returns for 5 years | 17.16 | 13.81 | 124% |
| Returns for 10 years | 35.25 | 30.32 | 116% |
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