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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
Aug 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 Buy and FTIWX is a Buy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 6.27B vs. AVEFX (801M). AVEFX pays higher dividends than FTIWX: AVEFX (3.69) vs FTIWX (2.98). 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 : 8.53 vs. AVEFX (4.07). FTIWX return over 5 years is better than : 14.34 vs. AVEFX (13.34).
| 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 | 1.994 | 3.847 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 801M | 6.27B | 13% |
| Annual Yield % from dividends | 3.69 | 2.98 | 124% |
| Returns for 1 year | 4.07 | 8.53 | 48% |
| Returns for 3 years | 18.03 | 23.90 | 75% |
| Returns for 5 years | 13.34 | 14.34 | 93% |
| Returns for 10 years | 34.46 | 38.60 | 89% |
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