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AVEWX vs CWGCX
AVEWX vs CWGCX Comparison
Open Charts AVEWX vs CWGCX
Ave Maria World Equity
Price$22.00
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets129.57M
American Funds Capital World Gr&Inc C
Price$69.96
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets134.85B
AVEWX vs CWGCX Comparison Chart in %
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AVEWX vs. CWGCX commentary
Jun 30, 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 AVEWX is a Buy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. AVEWX (130M). CWGCX pays higher dividends than AVEWX: CWGCX (0.87) vs AVEWX (0.37). AVEWX was incepted earlier than CWGCX: AVEWX (15 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AVEWX (1.03). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWGCX has a lower initial minimum investment than AVEWX: CWGCX (250) vs AVEWX (2500). AVEWX annual gain was more profitable for investors over the last year : 12.17 vs. CWGCX (8.85). AVEWX return over 5 years is better than : 72.33 vs. CWGCX (52.54).
| AVEWX | CWGCX | AVEWX / CWGCX | |
| Total Expense Ratio | 1.03 | 1.49 | 69% |
| Annual Report Gross Expense Ratio | 1.03 | 1.49 | 69% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 10.110 | 12.029 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 135B | 0% |
| Annual Yield % from dividends | 0.37 | 0.87 | 43% |
| Returns for 1 year | 12.17 | 8.85 | 137% |
| Returns for 3 years | 44.40 | 44.25 | 100% |
| Returns for 5 years | 72.33 | 52.54 | 138% |
| Returns for 10 years | 75.19 | 56.16 | 134% |