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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$20.57
Change-$0.14 (-0.68%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$65.27
Change-$4.68 (-6.69%)
VolumeN/A
CapitalizationN/A
AVEWX vs CWGFX Comparison Chart
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AVEWX vs. CWGFX commentary
Dec 19, 2024
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: 130B 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 : 12.01 vs. AVEWX (5.66). CWGFX return over 5 years is better than : 32.35 vs. AVEWX (28.22).
| 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 | 6.746 | 10.423 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 130B | 0% |
| Annual Yield % from dividends | 0.73 | 1.64 | 45% |
| Returns for 1 year | 5.66 | 12.01 | 47% |
| Returns for 3 years | 13.43 | 9.87 | 136% |
| Returns for 5 years | 28.22 | 32.35 | 87% |
| Returns for 10 years | 55.47 | 47.57 | 117% |
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