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AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
Ave Maria Bond
Price$12.07
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets725.37M
Fidelity Advisor Asset Manager 20% I
Price$13.31
Change-$0.11 (-0.82%)
VolumeN/A
Net Assets5.41B
AVEFX vs FTIWX Comparison Chart
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AVEFX vs. FTIWX commentary
Apr 12, 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 Hold and FTIWX is a Hold.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.41B vs. AVEFX (725M). FTIWX pays higher dividends than AVEFX: FTIWX (3.29) vs AVEFX (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: 28.00 vs. AVEFX (20.00). FTIWX has a lower initial minimum investment than AVEFX: FTIWX (0) vs AVEFX (2500). AVEFX annual gain was more profitable for investors over the last year : 6.35 vs. FTIWX (4.24). AVEFX return over 5 years is better than : 20.97 vs. FTIWX (14.79).
| 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 | 1.116 | -0.423 | -264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 725M | 5.41B | 13% |
| Annual Yield % from dividends | 3.09 | 3.29 | 94% |
| Returns for 1 year | 6.35 | 4.24 | 150% |
| Returns for 3 years | 10.77 | 5.29 | 204% |
| Returns for 5 years | 20.97 | 14.79 | 142% |
| Returns for 10 years | 30.77 | 20.69 | 149% |
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