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AVEFX vs VASIX
AVEFX vs VASIX Comparison
Open Charts AVEFX vs VASIX
Ave Maria Bond
Price$12.37
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets782.56M
Vanguard LifeStrategy Income I
Price$15.98
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.01B
AVEFX vs VASIX Comparison Chart in %
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AVEFX vs. VASIX 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 VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 4.01B vs. AVEFX (783M). VASIX pays higher dividends than AVEFX: VASIX (3.50) vs AVEFX (3.26). 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). VASIX annual gain was more profitable for investors over the last year : 4.94 vs. AVEFX (3.42). AVEFX return over 5 years is better than : 17.76 vs. VASIX (5.32).
| 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 | 4.904 | 8.591 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 4.01B | 20% |
| Annual Yield % from dividends | 3.26 | 3.50 | 93% |
| Returns for 1 year | 3.42 | 4.94 | 69% |
| Returns for 3 years | 18.39 | 23.96 | 77% |
| Returns for 5 years | 17.76 | 5.32 | 334% |
| Returns for 10 years | 35.80 | 33.40 | 107% |
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