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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
Aug 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 Buy and FTAWX is a Buy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 6.27B vs. AVEFX (801M). AVEFX pays higher dividends than FTAWX: AVEFX (3.69) vs FTAWX (2.73). 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 : 8.19 vs. AVEFX (4.07). AVEFX (13.34) and FTAWX (12.81) have equivalent 5 years return.
| 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 | 1.994 | 3.722 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 801M | 6.27B | 13% |
| Annual Yield % from dividends | 3.69 | 2.73 | 135% |
| Returns for 1 year | 4.07 | 8.19 | 50% |
| Returns for 3 years | 18.03 | 22.87 | 79% |
| Returns for 5 years | 13.34 | 12.81 | 104% |
| Returns for 10 years | 34.46 | 34.94 | 99% |
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