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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$21.96
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets128.83M
American Funds Capital World Gr&Inc F1
Price$71.17
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
AVEWX vs CWGFX Comparison Chart in %
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AVEWX vs. CWGFX commentary
Aug 07, 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: 134B vs. AVEWX (129M). 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 : 15.72 vs. AVEWX (13.09). AVEWX return over 5 years is better than : 55.32 vs. CWGFX (45.70).
| 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 | 9.259 | 13.172 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 134B | 0% |
| Annual Yield % from dividends | 0.36 | 1.42 | 25% |
| Returns for 1 year | 13.09 | 15.72 | 83% |
| Returns for 3 years | 34.09 | 42.74 | 80% |
| Returns for 5 years | 55.32 | 45.70 | 121% |
| Returns for 10 years | 73.97 | 59.80 | 124% |
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