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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$22.62
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets134.85M
American Funds Capital World Gr&Inc F1
Price$73.00
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
AVEWX vs CWGFX Comparison Chart in %
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AVEWX vs. CWGFX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. AVEWX (135M). 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). CWGFX annual gain was more profitable for investors over the last year : 10.59 vs. AVEWX (9.16). AVEWX return over 5 years is better than : 57.02 vs. CWGFX (44.04).
| 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 | 12.813 | 16.082 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 137B | 0% |
| Annual Yield % from dividends | 0.36 | 1.42 | 25% |
| Returns for 1 year | 9.16 | 10.59 | 86% |
| Returns for 3 years | 43.00 | 49.40 | 87% |
| Returns for 5 years | 57.02 | 44.04 | 129% |
| Returns for 10 years | 92.27 | 74.44 | 124% |
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