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AVEWX vs CWIEX
AVEWX vs CWIEX Comparison
Open Charts AVEWX vs CWIEX
Ave Maria World Equity
Price$22.22
Change+$0.30 (+1.37%)
VolumeN/A
Net Assets133.53M
American Funds Capital World Gr&Inc 529E
Price$74.88
Change+$1.20 (+1.63%)
VolumeN/A
Net Assets138.57B
AVEWX vs CWIEX Comparison Chart in %
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AVEWX vs. CWIEX commentary
Oct 14, 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 CWIEX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. AVEWX (134M). CWIEX pays higher dividends than AVEWX: CWIEX (1.17) vs AVEWX (0.35). AVEWX was incepted earlier than CWIEX: AVEWX (15 years) vs CWIEX (24 years). AVEWX (1.03) and CWIEX (1.00) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWIEX has a lower initial minimum investment than AVEWX: CWIEX (250) vs AVEWX (2500). CWIEX annual gain was more profitable for investors over the last year : 10.08 vs. AVEWX (4.29). AVEWX return over 5 years is better than : 55.32 vs. CWIEX (51.20).
| AVEWX | CWIEX | AVEWX / CWIEX | |
| Total Expense Ratio | 1.03 | 1.00 | 103% |
| Annual Report Gross Expense Ratio | 1.03 | 1.00 | 103% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 9.710 | 19.581 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 139B | 0% |
| Annual Yield % from dividends | 0.35 | 1.17 | 29% |
| Returns for 1 year | 4.29 | 10.08 | 43% |
| Returns for 3 years | 54.05 | 71.63 | 75% |
| Returns for 5 years | 55.32 | 51.20 | 108% |
| Returns for 10 years | 82.60 | 94.42 | 87% |
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