AVEWX
Price
$21.96
Change
+$0.13 (+0.60%)
Updated
Aug 6 closing price
Net Assets
128.83M
CWGCX
Price
$70.40
Change
+$0.42 (+0.60%)
Updated
Aug 6 closing price
Net Assets
134.28B
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AVEWX vs CWGCX

Header iconAVEWX vs CWGCX Comparison
Open Charts AVEWX vs CWGCXBanner chart's image
Ave Maria World Equity
Price$21.96
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets128.83M
American Funds Capital World Gr&Inc C
Price$70.40
Change+$0.42 (+0.60%)
VolumeN/A
Net Assets134.28B
AVEWX vs CWGCX Comparison Chart in %
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AVEWX vs. CWGCX commentary
Aug 07, 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.

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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 134B vs. AVEWX (129M). 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 : 14.89 vs. AVEWX (13.09). AVEWX return over 5 years is better than : 55.32 vs. CWGCX (42.10).
AVEWXCWGCXAVEWX / CWGCX
Total Expense Ratio1.031.4969%
Annual Report Gross Expense Ratio1.031.4969%
Fund Existence15 years24 years-
Gain YTD9.25912.73373%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets129M134B0%
Annual Yield % from dividends0.360.8443%
Returns for 1 year13.0914.8988%
Returns for 3 years34.0940.2085%
Returns for 5 years55.3242.10131%
Returns for 10 years73.9755.76133%
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