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AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
Ave Maria Bond
Price$12.28
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets790.4M
Fidelity Advisor Asset Manager 20% I
Price$14.29
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.61B
AVEFX vs FTIWX Comparison Chart in %
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AVEFX vs. FTIWX commentary
Nov 20, 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: 5.61B vs. AVEFX (790M). AVEFX pays higher dividends than FTIWX: AVEFX (3.31) vs FTIWX (3.07). AVEFX was incepted earlier than FTIWX: AVEFX (23 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 : 7.52 vs. AVEFX (3.28). AVEFX return over 5 years is better than : 16.48 vs. FTIWX (13.39).
| AVEFX | FTIWX | AVEFX / FTIWX | |
| Total Expense Ratio | 0.42 | 0.52 | 81% |
| Annual Report Gross Expense Ratio | 0.42 | 0.52 | 81% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.753 | 8.033 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 790M | 5.61B | 14% |
| Annual Yield % from dividends | 3.31 | 3.07 | 108% |
| Returns for 1 year | 3.28 | 7.52 | 44% |
| Returns for 3 years | 14.57 | 20.49 | 71% |
| Returns for 5 years | 16.48 | 13.39 | 123% |
| Returns for 10 years | 35.14 | 33.37 | 105% |
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