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AVEFX vs CKKRX
AVEFX vs CKKRX Comparison
Open Charts AVEFX vs CKKRX
Ave Maria Bond
Price$12.36
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets796.62M
Columbia Income Builder Inst2
Price$12.41
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets849.6M
AVEFX vs CKKRX Comparison Chart in %
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AVEFX vs. CKKRX commentary
Dec 04, 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 AVEFX is a Hold and CKKRX is a Buy.
FUNDAMENTALS
Fundamentals
CKKRX has more cash in the bank: 850M vs. AVEFX (797M). CKKRX pays higher dividends than AVEFX: CKKRX (4.05) vs AVEFX (3.32). AVEFX was incepted earlier than CKKRX: AVEFX (23 years) vs CKKRX (13 years). CKKRX (0.70) is less costly to investors than AVEFX (0.42). AVEFX is a more actively managed with annual turnover of: 20.00 vs. CKKRX (18.00). CKKRX has a lower initial minimum investment than AVEFX: CKKRX (0) vs AVEFX (2500). CKKRX annual gain was more profitable for investors over the last year : 7.58 vs. AVEFX (2.75). AVEFX return over 5 years is better than : 16.01 vs. CKKRX (15.03).
| AVEFX | CKKRX | AVEFX / CKKRX | |
| Total Expense Ratio | 0.42 | 0.70 | 60% |
| Annual Report Gross Expense Ratio | 0.42 | 0.70 | 60% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 5.009 | 10.253 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 850M | 94% |
| Annual Yield % from dividends | 3.32 | 4.05 | 82% |
| Returns for 1 year | 2.75 | 7.58 | 36% |
| Returns for 3 years | 13.84 | 24.06 | 58% |
| Returns for 5 years | 16.01 | 15.03 | 107% |
| Returns for 10 years | 35.43 | 56.59 | 63% |
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