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AVEWX vs CWIAX
AVEWX vs CWIAX Comparison
Open Charts AVEWX vs CWIAX
AVEWX vs CWIAX Comparison Chart in %
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AVEWX vs. CWIAX 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 AVEWX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. AVEWX (156M). CWIAX pays higher dividends than AVEWX: CWIAX (1.35) vs AVEWX (0.21). AVEWX was incepted earlier than CWIAX: AVEWX (16 years) vs CWIAX (24 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 : 15.58 vs. AVEWX (12.88). AVEWX return over 5 years is better than : 40.42 vs. CWIAX (35.78).
| AVEWX | CWIAX | AVEWX / CWIAX | |
| Total Expense Ratio | 1.01 | 0.75 | 135% |
| Annual Report Gross Expense Ratio | 1.01 | 0.75 | 135% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 14.710 | 14.012 | 105% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 158B | 0% |
| Annual Yield % from dividends | 0.21 | 1.35 | 15% |
| Returns for 1 year | 12.88 | 15.58 | 83% |
| Returns for 3 years | 33.20 | 44.07 | 75% |
| Returns for 5 years | 40.42 | 35.78 | 113% |
| Returns for 10 years | 100.87 | 114.66 | 88% |
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