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AVEWX vs CWGCX
AVEWX vs CWGCX Comparison
Open Charts AVEWX vs CWGCX
Ave Maria World Equity
Price$21.58
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets125M
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
AVEWX vs CWGCX Comparison Chart
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AVEWX vs. CWGCX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. AVEWX (125M). 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 : 7.58 vs. CWGCX (5.53). AVEWX return over 5 years is better than : 55.66 vs. CWGCX (42.30).
| 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 | 7.157 | 8.711 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 131B | 0% |
| Annual Yield % from dividends | 0.37 | 0.87 | 43% |
| Returns for 1 year | 7.58 | 5.53 | 137% |
| Returns for 3 years | 27.38 | 26.86 | 102% |
| Returns for 5 years | 55.66 | 42.30 | 132% |
| Returns for 10 years | 68.11 | 49.31 | 138% |
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