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AVEFX vs FTDWX
AVEFX vs FTDWX Comparison
Open Charts AVEFX vs FTDWX
AVEFX vs FTDWX Comparison Chart in %
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AVEFX vs. FTDWX 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 FTDWX is a Buy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 6.32B vs. AVEFX (795M). AVEFX pays higher dividends than FTDWX: AVEFX (3.46) vs FTDWX (2.55). AVEFX was incepted earlier than FTDWX: AVEFX (23 years) vs FTDWX (20 years). FTDWX (1.03) is less costly to investors than AVEFX (0.40). FTDWX is a more actively managed with annual turnover of: 31.00 vs. AVEFX (13.00). FTDWX has a lower initial minimum investment than AVEFX: FTDWX (0) vs AVEFX (2500). FTDWX annual gain was more profitable for investors over the last year : 10.85 vs. AVEFX (4.70). FTDWX return over 5 years is better than : 13.82 vs. AVEFX (12.63).
| AVEFX | FTDWX | AVEFX / FTDWX | |
| Total Expense Ratio | 0.40 | 1.01 | 40% |
| Annual Report Gross Expense Ratio | 0.40 | 1.03 | 39% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 1.366 | 4.027 | 34% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 795M | 6.32B | 13% |
| Annual Yield % from dividends | 3.46 | 2.55 | 136% |
| Returns for 1 year | 4.70 | 10.85 | 43% |
| Returns for 3 years | 17.99 | 23.59 | 76% |
| Returns for 5 years | 12.63 | 13.82 | 91% |
| Returns for 10 years | 35.00 | 33.90 | 103% |
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