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AVEWX vs CWIAX
AVEWX vs CWIAX Comparison
Open Charts AVEWX vs CWIAX
Ave Maria World Equity
Price$22.22
Change+$0.30 (+1.37%)
VolumeN/A
Net Assets133.53M
American Funds Capital World Gr&Inc 529A
Price$74.99
Change+$1.20 (+1.63%)
VolumeN/A
Net Assets138.57B
AVEWX vs CWIAX Comparison Chart in %
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AVEWX vs. CWIAX commentary
Oct 14, 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 CWIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. AVEWX (134M). CWIAX pays higher dividends than AVEWX: CWIAX (1.39) vs AVEWX (0.35). AVEWX was incepted earlier than CWIAX: AVEWX (15 years) vs CWIAX (24 years). AVEWX (1.03) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWIAX has a lower initial minimum investment than AVEWX: CWIAX (250) vs AVEWX (2500). CWIAX annual gain was more profitable for investors over the last year : 10.35 vs. AVEWX (4.29). AVEWX (55.32) and CWIAX (52.97) have equivalent 5 years return.
| AVEWX | CWIAX | AVEWX / CWIAX | |
| Total Expense Ratio | 1.03 | 0.78 | 132% |
| Annual Report Gross Expense Ratio | 1.03 | 0.78 | 132% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 9.710 | 19.814 | 49% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 139B | 0% |
| Annual Yield % from dividends | 0.35 | 1.39 | 25% |
| Returns for 1 year | 4.29 | 10.35 | 42% |
| Returns for 3 years | 54.05 | 72.88 | 74% |
| Returns for 5 years | 55.32 | 52.97 | 104% |
| Returns for 10 years | 82.60 | 98.88 | 84% |
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