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AVEWX vs CWIEX
AVEWX vs CWIEX Comparison
Open Charts AVEWX vs CWIEX
Ave Maria World Equity
Price$21.58
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets125M
American Funds Capital World Gr&Inc 529E
Price$68.64
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
AVEWX vs CWIEX Comparison Chart
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AVEWX vs. CWIEX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. AVEWX (125M). CWIEX pays higher dividends than AVEWX: CWIEX (1.31) vs AVEWX (0.37). AVEWX was incepted earlier than CWIEX: AVEWX (15 years) vs CWIEX (23 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). AVEWX annual gain was more profitable for investors over the last year : 7.58 vs. CWIEX (6.07). AVEWX return over 5 years is better than : 55.66 vs. CWIEX (48.50).
| 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 | 23 years | - |
| Gain YTD | 7.157 | 8.911 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 131B | 0% |
| Annual Yield % from dividends | 0.37 | 1.31 | 28% |
| Returns for 1 year | 7.58 | 6.07 | 125% |
| Returns for 3 years | 27.38 | 30.20 | 91% |
| Returns for 5 years | 55.66 | 48.50 | 115% |
| Returns for 10 years | 68.11 | 70.80 | 96% |
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