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AVEWX vs CWIAX
AVEWX vs CWIAX Comparison
Open Charts AVEWX vs CWIAX
Ave Maria World Equity
Price$21.65
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets133.12M
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
AVEWX vs CWIAX Comparison Chart in %
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AVEWX vs. CWIAX commentary
Nov 20, 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: 140B vs. AVEWX (133M). CWIAX pays higher dividends than AVEWX: CWIAX (1.36) vs AVEWX (0.34). AVEWX was incepted earlier than CWIAX: AVEWX (16 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 : 12.13 vs. AVEWX (7.14). AVEWX return over 5 years is better than : 49.14 vs. CWIAX (44.59).
| AVEWX | CWIAX | AVEWX / CWIAX | |
| Total Expense Ratio | 1.03 | 0.78 | 132% |
| Annual Report Gross Expense Ratio | 1.03 | 0.78 | 132% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 8.959 | 18.856 | 48% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 140B | 0% |
| Annual Yield % from dividends | 0.34 | 1.36 | 25% |
| Returns for 1 year | 7.14 | 12.13 | 59% |
| Returns for 3 years | 35.84 | 51.49 | 70% |
| Returns for 5 years | 49.14 | 44.59 | 110% |
| Returns for 10 years | 78.56 | 96.03 | 82% |
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