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AVEWX vs CWIEX
AVEWX vs CWIEX Comparison
Open Charts AVEWX vs CWIEX
Ave Maria World Equity
Price$22.91
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets138.23M
American Funds Capital World Gr&Inc 529E
Price$74.43
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
AVEWX vs CWIEX Comparison Chart in %
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AVEWX vs. CWIEX commentary
Sep 18, 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 CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. AVEWX (138M). CWIEX pays higher dividends than AVEWX: CWIEX (1.22) 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 : 13.06 vs. AVEWX (10.69). AVEWX return over 5 years is better than : 65.21 vs. CWIEX (54.31).
| 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 | 14.615 | 18.863 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 141B | 0% |
| Annual Yield % from dividends | 0.35 | 1.22 | 29% |
| Returns for 1 year | 10.69 | 13.06 | 82% |
| Returns for 3 years | 49.93 | 58.68 | 85% |
| Returns for 5 years | 65.21 | 54.31 | 120% |
| Returns for 10 years | 98.68 | 99.65 | 99% |
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