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AVEWX vs CWIAX
AVEWX vs CWIAX Comparison
Open Charts AVEWX vs CWIAX
Ave Maria World Equity
Price$22.62
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets134.85M
American Funds Capital World Gr&Inc 529A
Price$72.87
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
AVEWX vs CWIAX Comparison Chart in %
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AVEWX vs. CWIAX 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 CWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. AVEWX (135M). CWIAX pays higher dividends than AVEWX: CWIAX (1.46) vs AVEWX (0.36). 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 : 10.60 vs. AVEWX (9.16). AVEWX return over 5 years is better than : 57.02 vs. CWIAX (47.96).
| 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 | 12.813 | 16.122 | 79% |
| Front Load | N/A | 4% | - |
| 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 | 1.46 | 25% |
| Returns for 1 year | 9.16 | 10.60 | 86% |
| Returns for 3 years | 43.00 | 50.96 | 84% |
| Returns for 5 years | 57.02 | 47.96 | 119% |
| Returns for 10 years | 92.27 | 97.64 | 95% |
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