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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 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 FTIWX is a Buy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 6.32B vs. AVEFX (795M). 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 : 11.47 vs. AVEFX (4.70). FTIWX return over 5 years is better than : 16.80 vs. AVEFX (12.63).
| 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 | 1.366 | 4.305 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 795M | 6.32B | 13% |
| Annual Yield % from dividends | 3.46 | 2.99 | 116% |
| Returns for 1 year | 4.70 | 11.47 | 41% |
| Returns for 3 years | 17.99 | 25.51 | 71% |
| Returns for 5 years | 12.63 | 16.80 | 75% |
| Returns for 10 years | 35.00 | 41.13 | 85% |
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