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AVEWX vs CWIAX
AVEWX vs CWIAX Comparison
Open Charts AVEWX vs CWIAX
Ave Maria World Equity
Price$21.58
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets125M
American Funds Capital World Gr&Inc 529A
Price$68.77
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
AVEWX vs CWIAX Comparison Chart
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AVEWX vs. CWIAX commentary
Jun 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 CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. AVEWX (125M). CWIAX pays higher dividends than AVEWX: CWIAX (1.52) vs AVEWX (0.37). AVEWX was incepted earlier than CWIAX: AVEWX (15 years) vs CWIAX (23 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). AVEWX annual gain was more profitable for investors over the last year : 7.58 vs. CWIAX (6.33). AVEWX return over 5 years is better than : 55.66 vs. CWIAX (50.23).
| 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 | 23 years | - |
| Gain YTD | 7.157 | 9.039 | 79% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 131B | 0% |
| Annual Yield % from dividends | 0.37 | 1.52 | 24% |
| Returns for 1 year | 7.58 | 6.33 | 120% |
| Returns for 3 years | 27.38 | 31.14 | 88% |
| Returns for 5 years | 55.66 | 50.23 | 111% |
| Returns for 10 years | 68.11 | 74.73 | 91% |
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