AVEWX
Price
$22.62
Change
+$0.08 (+0.35%)
Updated
Aug 28 closing price
Net Assets
134.85M
CWIEX
Price
$72.74
Change
+$0.35 (+0.48%)
Updated
Aug 28 closing price
Net Assets
136.73B
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AVEWX vs CWIEX

Header iconAVEWX vs CWIEX Comparison
Open Charts AVEWX vs CWIEXBanner chart's image
Ave Maria World Equity
Price$22.62
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets134.85M
American Funds Capital World Gr&Inc 529E
Price$72.74
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
AVEWX vs CWIEX Comparison Chart in %
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AVEWX vs. CWIEX commentary
Aug 29, 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.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AVEWX (135M). CWIEX pays higher dividends than AVEWX: CWIEX (1.25) vs AVEWX (0.36). 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 : 10.35 vs. AVEWX (9.16). AVEWX return over 5 years is better than : 57.02 vs. CWIEX (46.23).
AVEWXCWIEXAVEWX / CWIEX
Total Expense Ratio1.031.00103%
Annual Report Gross Expense Ratio1.031.00103%
Fund Existence15 years24 years-
Gain YTD12.81315.93380%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets135M137B0%
Annual Yield % from dividends0.361.2529%
Returns for 1 year9.1610.3589%
Returns for 3 years43.0049.9086%
Returns for 5 years57.0246.23123%
Returns for 10 years92.2793.2099%
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