AVK
Price
$12.81
Change
+$0.01 (+0.08%)
Updated
Oct 3 closing price
Net Assets
593.36M
CWB
Price
$92.97
Change
+$0.85 (+0.92%)
Updated
Oct 6, 02:46 PM (EDT)
Net Assets
4.71B
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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$12.81
Change+$0.01 (+0.08%)
Volume$145.82K
Net Assets593.36M
SPDR® Blmbg Convert Secs ETF
Price$92.97
Change+$0.85 (+0.92%)
Volume$100
Net Assets4.71B
AVK vs CWB Comparison Chart in %
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
Oct 06, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CWB has more net assets: 4.71B vs. AVK (593M). CWB (19.858) and AVK (18.895) have matching annual dividend yield . 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 YTD18.89519.85895%
Net Assets593M4.71B13%
Total Expense Ratio0.750.40188%
Turnover163.0030.00543%
Yield4.251.77240%
Fund Existence22 years16 years-
TECHNICAL ANALYSIS
Technical Analysis
AVKCWB
RSI
ODDS (%)
Bearish Trend 4 days ago
73%
Bearish Trend 4 days ago
66%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
78%
Bearish Trend 4 days ago
69%
Momentum
ODDS (%)
N/A
N/A
MACD
ODDS (%)
Bearish Trend 4 days ago
76%
Bullish Trend 4 days ago
88%
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 11 days ago
82%
Bearish Trend 11 days ago
74%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
81%
Bearish Trend 4 days ago
67%
Aroon
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
75%
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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%
+0.08%
ABBV - AVK
3%
Poorly correlated
-1.12%

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 56% 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%
+0.14%
GCI - CWB
56%
Loosely correlated
+0.24%
TTWO - CWB
43%
Loosely correlated
+0.29%
BTSGU - CWB
1%
Poorly correlated
-1.88%
SO - CWB
-0%
Poorly correlated
+0.69%