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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$21.99
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets129.77M
American Funds Capital World Gr&Inc F1
Price$71.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets135.68B
AVEWX vs CWGFX Comparison Chart in %
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AVEWX vs. CWGFX commentary
Jul 16, 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. AVEWX (130M). CWGFX pays higher dividends than AVEWX: CWGFX (1.42) vs AVEWX (0.36). AVEWX was incepted earlier than CWGFX: AVEWX (15 years) vs CWGFX (24 years). AVEWX (1.03) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWGFX has a lower initial minimum investment than AVEWX: CWGFX (250) vs AVEWX (2500). AVEWX annual gain was more profitable for investors over the last year : 8.49 vs. CWGFX (7.21). AVEWX return over 5 years is better than : 61.09 vs. CWGFX (48.19).
| AVEWX | CWGFX | AVEWX / CWGFX | |
| Total Expense Ratio | 1.03 | 0.80 | 129% |
| Annual Report Gross Expense Ratio | 1.03 | 0.80 | 129% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 9.960 | 13.443 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 136B | 0% |
| Annual Yield % from dividends | 0.36 | 1.42 | 25% |
| Returns for 1 year | 8.49 | 7.21 | 118% |
| Returns for 3 years | 46.75 | 52.02 | 90% |
| Returns for 5 years | 61.09 | 48.19 | 127% |
| Returns for 10 years | 73.40 | 57.68 | 127% |
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