AVEWX
Price
$21.96
Change
+$0.13 (+0.60%)
Updated
Aug 6 closing price
Net Assets
128.83M
CWIAX
Price
$71.05
Change
+$0.43 (+0.61%)
Updated
Aug 6 closing price
Net Assets
134.28B
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AVEWX vs CWIAX

Header iconAVEWX vs CWIAX Comparison
Open Charts AVEWX vs CWIAXBanner chart's image
Ave Maria World Equity
Price$21.96
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets128.83M
American Funds Capital World Gr&Inc 529A
Price$71.05
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
AVEWX vs CWIAX Comparison Chart in %
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AVEWX vs. CWIAX 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 CWIAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 134B vs. AVEWX (129M). CWIAX pays higher dividends than AVEWX: CWIAX (1.46) vs AVEWX (0.36). 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). CWIAX annual gain was more profitable for investors over the last year : 15.76 vs. AVEWX (13.09). AVEWX return over 5 years is better than : 55.32 vs. CWIAX (49.68).
AVEWXCWIAXAVEWX / CWIAX
Total Expense Ratio1.030.78132%
Annual Report Gross Expense Ratio1.030.78132%
Fund Existence15 years23 years-
Gain YTD9.25913.22270%
Front LoadN/A4%-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets129M134B0%
Annual Yield % from dividends0.361.4625%
Returns for 1 year13.0915.7683%
Returns for 3 years34.0944.2877%
Returns for 5 years55.3249.68111%
Returns for 10 years73.9781.0691%
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