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AVEFX vs FTCWX
AVEFX vs FTCWX Comparison
Open Charts AVEFX vs FTCWX
AVEFX vs FTCWX Comparison Chart in %
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AVEFX vs. FTCWX 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 FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 6.32B vs. AVEFX (795M). AVEFX pays higher dividends than FTCWX: AVEFX (3.46) vs FTCWX (2.07). 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 : 10.37 vs. AVEFX (4.70). AVEFX return over 5 years is better than : 12.63 vs. FTCWX (11.03).
| 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 | 1.366 | 3.894 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 795M | 6.32B | 13% |
| Annual Yield % from dividends | 3.46 | 2.07 | 168% |
| Returns for 1 year | 4.70 | 10.37 | 45% |
| Returns for 3 years | 17.99 | 21.77 | 83% |
| Returns for 5 years | 12.63 | 11.03 | 115% |
| Returns for 10 years | 35.00 | 27.42 | 128% |
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