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AVEWX vs CWICX
AVEWX vs CWICX Comparison
Open Charts AVEWX vs CWICX
Ave Maria World Equity
Price$20.75
Change+$0.34 (+1.67%)
VolumeN/A
Net Assets119.49M
American Funds Capital World Gr&Inc 529C
Price$65.87
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
AVEWX vs CWICX Comparison Chart
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AVEWX vs. CWICX commentary
Jan 31, 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 StrongBuy and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. AVEWX (119M). CWICX pays higher dividends than AVEWX: CWICX (0.97) vs AVEWX (0.73). AVEWX was incepted earlier than CWICX: AVEWX (15 years) vs CWICX (23 years). AVEWX is a more actively managed with annual turnover of: 29.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AVEWX: CWICX (250) vs AVEWX (2500). CWICX annual gain was more profitable for investors over the last year : 10.67 vs. AVEWX (6.78). CWICX (35.50) and AVEWX (34.55) have equivalent 5 years return.
| AVEWX | CWICX | AVEWX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 2.152 | 4.307 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 128B | 0% |
| Annual Yield % from dividends | 0.73 | 0.97 | 75% |
| Returns for 1 year | 6.78 | 10.67 | 63% |
| Returns for 3 years | 14.33 | 12.92 | 111% |
| Returns for 5 years | 34.55 | 35.50 | 97% |
| Returns for 10 years | 65.37 | 59.16 | 110% |