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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$18.38
Change-$0.56 (-2.96%)
VolumeN/A
Net Assets109.66M
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
AVEWX vs CWGFX Comparison Chart
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AVEWX vs. CWGFX commentary
Apr 11, 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. AVEWX (110M). CWGFX pays higher dividends than AVEWX: CWGFX (1.59) vs AVEWX (0.41). AVEWX was incepted earlier than CWGFX: AVEWX (15 years) vs CWGFX (24 years). AVEWX (1.05) 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). CWGFX annual gain was more profitable for investors over the last year : -4.10 vs. AVEWX (-5.73). AVEWX return over 5 years is better than : 56.93 vs. CWGFX (46.64).
| AVEWX | CWGFX | AVEWX / CWGFX | |
| Total Expense Ratio | 1.05 | 0.80 | 131% |
| Annual Report Gross Expense Ratio | 1.05 | 0.80 | 131% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | -5.205 | -4.156 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 117B | 0% |
| Annual Yield % from dividends | 0.41 | 1.59 | 26% |
| Returns for 1 year | -5.73 | -4.10 | 140% |
| Returns for 3 years | 10.57 | 9.79 | 108% |
| Returns for 5 years | 56.93 | 46.64 | 122% |
| Returns for 10 years | 47.73 | 32.33 | 148% |
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