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AVEWX vs CWGCX
AVEWX vs CWGCX Comparison
Open Charts AVEWX vs CWGCX
Ave Maria World Equity
Price$22.22
Change+$0.30 (+1.37%)
VolumeN/A
Net Assets133.53M
American Funds Capital World Gr&Inc C
Price$74.34
Change+$1.18 (+1.61%)
VolumeN/A
Net Assets138.57B
AVEWX vs CWGCX Comparison Chart in %
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AVEWX vs. CWGCX commentary
Oct 14, 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 Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 139B vs. AVEWX (134M). CWGCX pays higher dividends than AVEWX: CWGCX (0.77) vs AVEWX (0.35). AVEWX was incepted earlier than CWGCX: AVEWX (15 years) vs CWGCX (25 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 : 9.50 vs. AVEWX (4.29). AVEWX return over 5 years is better than : 55.32 vs. CWGCX (45.53).
| 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 | 25 years | - |
| Gain YTD | 9.710 | 19.138 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 139B | 0% |
| Annual Yield % from dividends | 0.35 | 0.77 | 45% |
| Returns for 1 year | 4.29 | 9.50 | 45% |
| Returns for 3 years | 54.05 | 68.34 | 79% |
| Returns for 5 years | 55.32 | 45.53 | 122% |
| Returns for 10 years | 82.60 | 71.39 | 116% |
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