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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$21.65
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets133.12M
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
AVEWX vs CWGFX Comparison Chart in %
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AVEWX vs. CWGFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. AVEWX (133M). CWGFX pays higher dividends than AVEWX: CWGFX (1.32) vs AVEWX (0.34). AVEWX was incepted earlier than CWGFX: AVEWX (16 years) vs CWGFX (25 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). CWGFX annual gain was more profitable for investors over the last year : 12.09 vs. AVEWX (7.14). AVEWX return over 5 years is better than : 49.14 vs. CWGFX (41.29).
| AVEWX | CWGFX | AVEWX / CWGFX | |
| Total Expense Ratio | 1.03 | 0.80 | 129% |
| Annual Report Gross Expense Ratio | 1.03 | 0.80 | 129% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 8.959 | 18.797 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 140B | 0% |
| Annual Yield % from dividends | 0.34 | 1.32 | 26% |
| Returns for 1 year | 7.14 | 12.09 | 59% |
| Returns for 3 years | 35.84 | 50.45 | 71% |
| Returns for 5 years | 49.14 | 41.29 | 119% |
| Returns for 10 years | 78.56 | 73.63 | 107% |
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