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AVEWX vs FWCGX
AVEWX vs FWCGX Comparison
Open Charts AVEWX vs FWCGX
Ave Maria World Equity
Price$20.63
Change+$0.40 (+1.98%)
VolumeN/A
Net Assets119.81M
American Funds Capital World Gr&Inc529F3
Price$65.26
Change+$1.21 (+1.89%)
VolumeN/A
Net Assets125.4B
AVEWX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. AVEWX (120M). FWCGX pays higher dividends than AVEWX: FWCGX (1.91) vs AVEWX (0.39). AVEWX was incepted earlier than FWCGX: AVEWX (15 years) vs FWCGX (5 years). AVEWX (1.05) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). FWCGX has a lower initial minimum investment than AVEWX: FWCGX (250) vs AVEWX (2500). AVEWX annual gain was more profitable for investors over the last year : 5.72 vs. FWCGX (5.31).
| AVEWX | FWCGX | AVEWX / FWCGX | |
| Total Expense Ratio | 1.05 | 0.47 | 223% |
| Annual Report Gross Expense Ratio | 1.05 | 0.47 | 223% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.253 | 3.127 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 125B | 0% |
| Annual Yield % from dividends | 0.39 | 1.91 | 20% |
| Returns for 1 year | 5.72 | 5.31 | 108% |
| Returns for 3 years | 26.04 | 27.94 | 93% |
| Returns for 5 years | 72.59 | N/A | - |
| Returns for 10 years | 59.98 | N/A | - |