AVK
Price
$12.55
Change
+$0.05 (+0.40%)
Updated
Sep 9 closing price
Net Assets
573.05M
CWB
Price
$87.49
Change
+$0.71 (+0.82%)
Updated
Sep 9 closing price
Net Assets
4.43B
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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$12.55
Change+$0.05 (+0.40%)
Volume$103.89K
Net Assets573.05M
SPDR® Blmbg Convert Secs ETF
Price$87.49
Change+$0.71 (+0.82%)
Volume$251.63K
Net Assets4.43B
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
Sep 10, 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 StrongBuy and CWB is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CWB has more net assets: 4.43B vs. AVK (573M). AVK has a higher annual dividend yield than CWB: AVK (14.948) vs CWB (12.810). 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 YTD14.94812.810117%
Net Assets573M4.43B13%
Total Expense Ratio0.750.40188%
Turnover163.0030.00543%
Yield4.261.84232%
Fund Existence22 years16 years-
TECHNICAL ANALYSIS
Technical Analysis
AVKCWB
RSI
ODDS (%)
Bearish Trend 2 days ago
73%
Bearish Trend 2 days ago
65%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
74%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
76%
MACD
ODDS (%)
Bearish Trend 2 days ago
73%
Bullish Trend 2 days ago
83%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
80%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
78%
Advances
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
78%
Declines
ODDS (%)
Bearish Trend 6 days ago
82%
Bearish Trend 7 days ago
75%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
86%
Bearish Trend 2 days ago
70%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 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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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%
+0.25%
GCI - CWB
54%
Loosely correlated
-3.03%
TTWO - CWB
45%
Loosely correlated
+3.80%
SO - CWB
0%
Poorly correlated
-1.04%
BTSGU - CWB
-13%
Poorly correlated
+5.66%