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AVEFX vs FTIWX
AVEFX vs FTIWX Comparison
Open Charts AVEFX vs FTIWX
AVEFX vs FTIWX Comparison Chart in %
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AVEFX vs. FTIWX 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 FTIWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 6.31B vs. AVEFX (810M). AVEFX pays higher dividends than FTIWX: AVEFX (3.62) vs FTIWX (3.00). AVEFX was incepted earlier than FTIWX: AVEFX (23 years) vs FTIWX (20 years). FTIWX (0.53) is less costly to investors than AVEFX (0.40). FTIWX is a more actively managed with annual turnover of: 31.00 vs. AVEFX (13.00). FTIWX has a lower initial minimum investment than AVEFX: FTIWX (0) vs AVEFX (2500). FTIWX annual gain was more profitable for investors over the last year : 5.80 vs. AVEFX (2.17). AVEFX (13.95) and FTIWX (13.92) have equivalent 5 years return.
| AVEFX | FTIWX | AVEFX / FTIWX | |
| Total Expense Ratio | 0.40 | 0.51 | 78% |
| Annual Report Gross Expense Ratio | 0.40 | 0.53 | 75% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 1.721 | 3.971 | 43% |
| 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 | 3.00 | 121% |
| Returns for 1 year | 2.17 | 5.80 | 37% |
| Returns for 3 years | 17.94 | 25.32 | 71% |
| Returns for 5 years | 13.95 | 13.92 | 100% |
| Returns for 10 years | 34.28 | 38.68 | 89% |
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