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AVEWX vs FCWGX
AVEWX vs FCWGX Comparison
Open Charts AVEWX vs FCWGX
Ave Maria World Equity
Price$19.87
Change+$0.39 (+2.00%)
VolumeN/A
Net Assets113.62M
American Funds Capital World Gr&Inc529F2
Price$63.12
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
AVEWX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 119B vs. AVEWX (114M). FCWGX pays higher dividends than AVEWX: FCWGX (1.87) vs AVEWX (0.41). AVEWX was incepted earlier than FCWGX: AVEWX (15 years) vs FCWGX (4 years). AVEWX (1.05) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). FCWGX has a lower initial minimum investment than AVEWX: FCWGX (250) vs AVEWX (2500). FCWGX annual gain was more profitable for investors over the last year : 1.70 vs. AVEWX (-1.13).
| AVEWX | FCWGX | AVEWX / FCWGX | |
| Total Expense Ratio | 1.05 | 0.52 | 202% |
| Annual Report Gross Expense Ratio | 1.05 | 0.52 | 202% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | -2.503 | -0.300 | 834% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 119B | 0% |
| Annual Yield % from dividends | 0.41 | 1.87 | 22% |
| Returns for 1 year | -1.13 | 1.70 | -66% |
| Returns for 3 years | 16.65 | 21.49 | 77% |
| Returns for 5 years | 64.98 | N/A | - |
| Returns for 10 years | 50.62 | N/A | - |