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AVEFX vs FTAWX
AVEFX vs FTAWX Comparison
Open Charts AVEFX vs FTAWX
AVEFX vs FTAWX Comparison Chart in %
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AVEFX vs. FTAWX commentary
Jun 03, 2026
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 FTAWX is a Buy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 6.32B vs. AVEFX (795M). AVEFX pays higher dividends than FTAWX: AVEFX (3.46) vs FTAWX (2.76). AVEFX was incepted earlier than FTAWX: AVEFX (23 years) vs FTAWX (20 years). FTAWX (0.78) is less costly to investors than AVEFX (0.40). FTAWX is a more actively managed with annual turnover of: 31.00 vs. AVEFX (13.00). 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 : 11.15 vs. AVEFX (4.70). FTAWX return over 5 years is better than : 15.25 vs. AVEFX (12.63).
| AVEFX | FTAWX | AVEFX / FTAWX | |
| Total Expense Ratio | 0.40 | 0.76 | 53% |
| Annual Report Gross Expense Ratio | 0.40 | 0.78 | 51% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 1.366 | 4.230 | 32% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 795M | 6.32B | 13% |
| Annual Yield % from dividends | 3.46 | 2.76 | 125% |
| Returns for 1 year | 4.70 | 11.15 | 42% |
| Returns for 3 years | 17.99 | 24.60 | 73% |
| Returns for 5 years | 12.63 | 15.25 | 83% |
| Returns for 10 years | 35.00 | 37.44 | 93% |
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