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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 6.32B vs. AVEFX (792M). AVEFX pays higher dividends than FTIWX: AVEFX (3.46) vs FTIWX (2.99). 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 : 10.58 vs. AVEFX (3.51). FTIWX return over 5 years is better than : 16.00 vs. AVEFX (12.44).
| 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 | 0.789 | 4.410 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 792M | 6.32B | 13% |
| Annual Yield % from dividends | 3.46 | 2.99 | 116% |
| Returns for 1 year | 3.51 | 10.58 | 33% |
| Returns for 3 years | 17.63 | 25.44 | 69% |
| Returns for 5 years | 12.44 | 16.00 | 78% |
| Returns for 10 years | 34.23 | 41.81 | 82% |
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