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AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
Ave Maria Bond
Price$12.37
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets782.56M
Fidelity Advisor Asset Manager 20% A
Price$14.39
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets5.57B
AVEFX vs FTAWX Comparison Chart in %
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AVEFX vs. FTAWX commentary
Oct 21, 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 FTAWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.57B vs. AVEFX (783M). AVEFX pays higher dividends than FTAWX: AVEFX (3.26) vs FTAWX (2.88). AVEFX was incepted earlier than FTAWX: AVEFX (22 years) vs FTAWX (19 years). FTAWX (0.77) is less costly to investors than AVEFX (0.42). FTAWX is a more actively managed with annual turnover of: 24.00 vs. AVEFX (20.00). FTAWX has a lower initial minimum investment than AVEFX: FTAWX (0) vs AVEFX (2500). FTAWX annual gain was more profitable for investors over the last year : 7.06 vs. AVEFX (3.42). AVEFX return over 5 years is better than : 17.76 vs. FTAWX (13.88).
| AVEFX | FTAWX | AVEFX / FTAWX | |
| Total Expense Ratio | 0.42 | 0.77 | 55% |
| Annual Report Gross Expense Ratio | 0.42 | 0.77 | 55% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 4.904 | 8.198 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 783M | 5.57B | 14% |
| Annual Yield % from dividends | 3.26 | 2.88 | 113% |
| Returns for 1 year | 3.42 | 7.06 | 48% |
| Returns for 3 years | 18.39 | 22.89 | 80% |
| Returns for 5 years | 17.76 | 13.88 | 128% |
| Returns for 10 years | 35.80 | 30.61 | 117% |
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