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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
Sep 12, 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 FTDWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 6.31B vs. AVEFX (810M). AVEFX pays higher dividends than FTDWX: AVEFX (3.62) vs FTDWX (2.53). 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 : 5.25 vs. AVEFX (2.17). AVEFX return over 5 years is better than : 13.95 vs. FTDWX (11.07).
| 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 | 1.721 | 3.593 | 48% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 810M | 6.31B | 13% |
| Annual Yield % from dividends | 3.62 | 2.53 | 143% |
| Returns for 1 year | 2.17 | 5.25 | 41% |
| Returns for 3 years | 17.94 | 23.43 | 77% |
| Returns for 5 years | 13.95 | 11.07 | 126% |
| Returns for 10 years | 34.28 | 31.72 | 108% |
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