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AVEFX vs CKKRX
AVEFX vs CKKRX Comparison
Open Charts AVEFX vs CKKRX
Ave Maria Bond
Price$12.31
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets791.68M
Columbia Income Builder Inst2
Price$12.32
Change-$0.07 (-0.56%)
VolumeN/A
Net Assets843.97M
AVEFX vs CKKRX Comparison Chart in %
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AVEFX vs. CKKRX commentary
Nov 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 AVEFX is a Buy and CKKRX is a Hold.
FUNDAMENTALS
Fundamentals
CKKRX has more cash in the bank: 844M vs. AVEFX (792M). CKKRX pays higher dividends than AVEFX: CKKRX (4.05) vs AVEFX (3.31). 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 : 9.57 vs. AVEFX (3.62). CKKRX (17.38) and AVEFX (17.26) have equivalent 5 years return.
| 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 | 10.521 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 844M | 94% |
| Annual Yield % from dividends | 3.31 | 4.05 | 82% |
| Returns for 1 year | 3.62 | 9.57 | 38% |
| Returns for 3 years | 14.66 | 28.21 | 52% |
| Returns for 5 years | 17.26 | 17.38 | 99% |
| Returns for 10 years | 36.32 | 58.02 | 63% |
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