AVK
Price
$12.40
Change
+$0.12 (+0.98%)
Updated
Aug 13 closing price
Net Assets
562.01M
CWB
Price
$85.66
Change
+$0.38 (+0.45%)
Updated
Aug 13 closing price
Net Assets
4.3B
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AVK vs CWB

Header iconAVK vs CWB Comparison
Open Charts AVK vs CWBBanner chart's image
Advent Convertible and Income Fund
Price$12.40
Change+$0.12 (+0.98%)
Volume$243.22K
Net Assets562.01M
SPDR® Blmbg Convert Secs ETF
Price$85.66
Change+$0.38 (+0.45%)
Volume$594.21K
Net Assets4.3B
AVK vs CWB Comparison Chart in %
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AVK
Daily Signalchanged days ago
Gain/Loss if bought
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CWB
Daily Signalchanged days ago
Gain/Loss if bought
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AVK vs. CWB commentary
Aug 14, 2025

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 AVK is a Hold and CWB is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CWB has more net assets: 4.3B vs. AVK (562M). AVK has a higher annual dividend yield than CWB: AVK (12.964) vs CWB (11.164). AVK was incepted earlier than CWB: AVK (22 years) vs CWB (16 years). CWB (0.40) has a lower expense ratio than AVK (0.75). AVK has a higher turnover CWB (30.00) vs CWB (30.00).
AVKCWBAVK / CWB
Gain YTD12.96411.164116%
Net Assets562M4.3B13%
Total Expense Ratio0.750.40188%
Turnover163.0030.00543%
Yield4.221.85228%
Fund Existence22 years16 years-
TECHNICAL ANALYSIS
Technical Analysis
AVKCWB
RSI
ODDS (%)
Bearish Trend 1 day ago
75%
Bearish Trend 1 day ago
83%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
74%
Bearish Trend 1 day ago
68%
Momentum
ODDS (%)
Bullish Trend 1 day ago
77%
Bullish Trend 1 day ago
81%
MACD
ODDS (%)
Bearish Trend 1 day ago
72%
Bearish Trend 1 day ago
71%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
87%
Bullish Trend 1 day ago
80%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
78%
Advances
ODDS (%)
Bullish Trend 1 day ago
86%
Bullish Trend 1 day ago
78%
Declines
ODDS (%)
Bearish Trend 9 days ago
83%
Bearish Trend 3 days ago
75%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
76%
Bearish Trend 1 day ago
58%
Aroon
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
76%
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AVK
Daily Signalchanged days ago
Gain/Loss if bought
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CWB
Daily Signalchanged days ago
Gain/Loss if bought
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AVK and

Correlation & Price change

A.I.dvisor tells us that AVK and ABBV have been poorly correlated (+3% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that AVK and ABBV's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AVK
1D Price
Change %
AVK100%
+0.98%
ABBV - AVK
3%
Poorly correlated
+1.42%

CWB and

Correlation & Price change

A.I.dvisor indicates that over the last year, CWB has been loosely correlated with GCI. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if CWB jumps, then GCI could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CWB
1D Price
Change %
CWB100%
+0.45%
GCI - CWB
52%
Loosely correlated
+5.60%
TTWO - CWB
45%
Loosely correlated
+1.54%
BTSGU - CWB
43%
Loosely correlated
+2.69%
SO - CWB
0%
Poorly correlated
+0.88%