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AVEWX vs CWIEX
AVEWX vs CWIEX Comparison
Open Charts AVEWX vs CWIEX
Ave Maria World Equity
Price$21.96
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets128.83M
American Funds Capital World Gr&Inc 529E
Price$70.93
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
AVEWX vs CWIEX Comparison Chart in %
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AVEWX vs. CWIEX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 134B vs. AVEWX (129M). CWIEX pays higher dividends than AVEWX: CWIEX (1.25) vs AVEWX (0.36). 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). CWIEX annual gain was more profitable for investors over the last year : 15.48 vs. AVEWX (13.09). AVEWX return over 5 years is better than : 55.32 vs. CWIEX (47.92).
| 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 | 9.259 | 13.048 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 134B | 0% |
| Annual Yield % from dividends | 0.36 | 1.25 | 29% |
| Returns for 1 year | 13.09 | 15.48 | 85% |
| Returns for 3 years | 34.09 | 43.24 | 79% |
| Returns for 5 years | 55.32 | 47.92 | 115% |
| Returns for 10 years | 73.97 | 77.00 | 96% |
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