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AVEFX vs VASIX
AVEFX vs VASIX Comparison
Open Charts AVEFX vs VASIX
Ave Maria Bond
Price$12.36
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets781.5M
Vanguard LifeStrategy Income I
Price$15.90
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets3.96B
AVEFX vs VASIX Comparison Chart in %
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AVEFX vs. VASIX commentary
Sep 26, 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 VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.96B vs. AVEFX (781M). VASIX pays higher dividends than AVEFX: VASIX (3.48) vs AVEFX (3.16). AVEFX was incepted earlier than VASIX: AVEFX (22 years) vs VASIX (31 years). AVEFX (0.42) is less costly to investors than VASIX (0.11). AVEFX is a more actively managed with annual turnover of: 20.00 vs. VASIX (5.00). AVEFX has a lower initial minimum investment than VASIX: AVEFX (2500) vs VASIX (3000). AVEFX annual gain was more profitable for investors over the last year : 3.41 vs. VASIX (3.17). AVEFX return over 5 years is better than : 19.41 vs. VASIX (5.43).
| AVEFX | VASIX | AVEFX / VASIX | |
| Total Expense Ratio | 0.42 | 0.11 | 382% |
| Annual Report Gross Expense Ratio | 0.42 | 0.11 | 382% |
| Fund Existence | 22 years | 31 years | - |
| Gain YTD | 4.835 | 7.569 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 3.96B | 20% |
| Annual Yield % from dividends | 3.16 | 3.48 | 91% |
| Returns for 1 year | 3.41 | 3.17 | 108% |
| Returns for 3 years | 19.94 | 22.41 | 89% |
| Returns for 5 years | 19.41 | 5.43 | 357% |
| Returns for 10 years | 37.72 | 34.41 | 110% |
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