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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$20.15
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets118.54M
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AVEWX vs CWGFX Comparison Chart
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AVEWX vs. CWGFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. AVEWX (119M). CWGFX pays higher dividends than AVEWX: CWGFX (1.64) vs AVEWX (0.73). AVEWX was incepted earlier than CWGFX: AVEWX (15 years) vs CWGFX (24 years). AVEWX is a more actively managed with annual turnover of: 29.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AVEWX: CWGFX (250) vs AVEWX (2500). CWGFX annual gain was more profitable for investors over the last year : 10.89 vs. AVEWX (7.60). CWGFX (27.58) and AVEWX (27.47) have equivalent 5 years return.
| AVEWX | CWGFX | AVEWX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 0.851 | 2.051 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 127B | 0% |
| Annual Yield % from dividends | 0.73 | 1.64 | 45% |
| Returns for 1 year | 7.60 | 10.89 | 70% |
| Returns for 3 years | 11.17 | 8.51 | 131% |
| Returns for 5 years | 27.47 | 27.58 | 100% |
| Returns for 10 years | 64.76 | 47.73 | 136% |
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