AVK
Price
$12.71
Change
+$0.06 (+0.47%)
Updated
Sep 12 closing price
Net Assets
575.7M
CWB
Price
$88.43
Change
+$0.04 (+0.05%)
Updated
Sep 12 closing price
Net Assets
4.42B
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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$12.71
Change+$0.06 (+0.47%)
Volume$188.67K
Net Assets575.7M
SPDR® Blmbg Convert Secs ETF
Price$88.43
Change+$0.04 (+0.05%)
Volume$257.46K
Net Assets4.42B
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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VS
AVK vs. CWB commentary
Sep 15, 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 Buy and CWB is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CWB has more net assets: 4.42B vs. AVK (576M). AVK has a higher annual dividend yield than CWB: AVK (16.879) vs CWB (14.955). 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 YTD16.87914.955113%
Net Assets576M4.42B13%
Total Expense Ratio0.750.40188%
Turnover163.0030.00543%
Yield4.261.84232%
Fund Existence22 years16 years-
TECHNICAL ANALYSIS
Technical Analysis
AVKCWB
RSI
ODDS (%)
Bearish Trend 4 days ago
86%
Bearish Trend 4 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
80%
Bearish Trend 4 days ago
73%
Momentum
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
80%
MACD
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 4 days ago
71%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
80%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
78%
Advances
ODDS (%)
Bullish Trend 4 days ago
87%
Bullish Trend 4 days ago
78%
Declines
ODDS (%)
Bearish Trend 12 days ago
83%
Bearish Trend 13 days ago
75%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
77%
Bearish Trend 4 days ago
66%
Aroon
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
74%
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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%
+0.47%
ABBV - AVK
3%
Poorly correlated
-0.85%

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 54% 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%
+0.05%
GCI - CWB
54%
Loosely correlated
-1.86%
TTWO - CWB
44%
Loosely correlated
-0.11%
SO - CWB
1%
Poorly correlated
+0.15%
BTSGU - CWB
-11%
Poorly correlated
-5.18%