Interact to see
Advertisement
Advertisement
AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
AVEFX vs FTCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVEFX vs. FTCWX commentary
Sep 13, 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 FTCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 6.31B vs. AVEFX (810M). AVEFX pays higher dividends than FTCWX: AVEFX (3.62) vs FTCWX (2.02). AVEFX was incepted earlier than FTCWX: AVEFX (23 years) vs FTCWX (20 years). FTCWX (1.53) is less costly to investors than AVEFX (0.40). FTCWX is a more actively managed with annual turnover of: 31.00 vs. AVEFX (13.00). FTCWX has a lower initial minimum investment than AVEFX: FTCWX (0) vs AVEFX (2500). FTCWX annual gain was more profitable for investors over the last year : 4.81 vs. AVEFX (2.17). AVEFX return over 5 years is better than : 13.95 vs. FTCWX (8.35).
| AVEFX | FTCWX | AVEFX / FTCWX | |
| Total Expense Ratio | 0.40 | 1.51 | 26% |
| Annual Report Gross Expense Ratio | 0.40 | 1.53 | 26% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 1.721 | 3.346 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 810M | 6.31B | 13% |
| Annual Yield % from dividends | 3.62 | 2.02 | 179% |
| Returns for 1 year | 2.17 | 4.81 | 45% |
| Returns for 3 years | 17.94 | 21.73 | 83% |
| Returns for 5 years | 13.95 | 8.35 | 167% |
| Returns for 10 years | 34.28 | 25.27 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement