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AVEWX vs CWGCX
AVEWX vs CWGCX Comparison
Open Charts AVEWX vs CWGCX
Ave Maria World Equity
Price$22.62
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets134.85M
American Funds Capital World Gr&Inc C
Price$72.18
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.73B
AVEWX vs CWGCX Comparison Chart in %
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AVEWX vs. CWGCX commentary
Aug 29, 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: 137B vs. AVEWX (135M). CWGCX pays higher dividends than AVEWX: CWGCX (0.84) vs AVEWX (0.36). 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). CWGCX annual gain was more profitable for investors over the last year : 9.77 vs. AVEWX (9.16). AVEWX return over 5 years is better than : 57.02 vs. CWGCX (40.49).
| 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 | 12.813 | 15.584 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 137B | 0% |
| Annual Yield % from dividends | 0.36 | 0.84 | 43% |
| Returns for 1 year | 9.16 | 9.77 | 94% |
| Returns for 3 years | 43.00 | 46.73 | 92% |
| Returns for 5 years | 57.02 | 40.49 | 141% |
| Returns for 10 years | 92.27 | 70.06 | 132% |
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