AVEWX
Price
$25.16
Change
+$0.17 (+0.68%)
Updated
Sep 11 closing price
Net Assets
157.51M
CWIAX
Price
$81.95
Change
+$0.03 (+0.04%)
Updated
Sep 11 closing price
Net Assets
158.35B
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AVEWX vs CWIAX

AVEWX vs CWIAX Comparison Chart in %
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AVEWX vs. CWIAX commentary
Sep 13, 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 AVEWX is a Buy and CWIAX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. AVEWX (158M). CWIAX pays higher dividends than AVEWX: CWIAX (1.33) vs AVEWX (0.20). AVEWX was incepted earlier than CWIAX: AVEWX (16 years) vs CWIAX (25 years). AVEWX (1.01) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. AVEWX (19.00). CWIAX has a lower initial minimum investment than AVEWX: CWIAX (250) vs AVEWX (2500). CWIAX annual gain was more profitable for investors over the last year : 11.49 vs. AVEWX (9.96). AVEWX return over 5 years is better than : 39.42 vs. CWIAX (35.48).
AVEWXCWIAXAVEWX / CWIAX
Total Expense Ratio1.010.75135%
Annual Report Gross Expense Ratio1.010.75135%
Fund Existence16 years25 years-
Gain YTD15.96316.008100%
Front LoadN/A4%-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets158M158B0%
Annual Yield % from dividends0.201.3315%
Returns for 1 year9.9611.4987%
Returns for 3 years39.4851.6676%
Returns for 5 years39.4235.48111%
Returns for 10 years103.37118.4287%
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