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AVEWX vs CWIEX
AVEWX vs CWIEX Comparison
Open Charts AVEWX vs CWIEX
Ave Maria World Equity
Price$21.65
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets133.12M
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
AVEWX vs CWIEX Comparison Chart in %
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AVEWX vs. CWIEX commentary
Nov 20, 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: 140B vs. AVEWX (133M). CWIEX pays higher dividends than AVEWX: CWIEX (1.15) vs AVEWX (0.34). AVEWX was incepted earlier than CWIEX: AVEWX (16 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 : 11.86 vs. AVEWX (7.14). AVEWX return over 5 years is better than : 49.14 vs. CWIEX (42.92).
| AVEWX | CWIEX | AVEWX / CWIEX | |
| Total Expense Ratio | 1.03 | 1.00 | 103% |
| Annual Report Gross Expense Ratio | 1.03 | 1.00 | 103% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 8.959 | 18.591 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 140B | 0% |
| Annual Yield % from dividends | 0.34 | 1.15 | 30% |
| Returns for 1 year | 7.14 | 11.86 | 60% |
| Returns for 3 years | 35.84 | 50.41 | 71% |
| Returns for 5 years | 49.14 | 42.92 | 114% |
| Returns for 10 years | 78.56 | 91.62 | 86% |
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