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AVEWX vs FWCGX
AVEWX vs FWCGX Comparison
Open Charts AVEWX vs FWCGX
Ave Maria World Equity
Price$22.00
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets129.57M
American Funds Capital World Gr&Inc529F3
Price$70.83
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets134.85B
AVEWX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. AVEWX (130M). FWCGX pays higher dividends than AVEWX: FWCGX (1.81) vs AVEWX (0.37). AVEWX was incepted earlier than FWCGX: AVEWX (15 years) vs FWCGX (5 years). AVEWX (1.03) 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 : 12.17 vs. FWCGX (10.03).
| AVEWX | FWCGX | AVEWX / FWCGX | |
| Total Expense Ratio | 1.03 | 0.47 | 219% |
| Annual Report Gross Expense Ratio | 1.03 | 0.47 | 219% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 10.110 | 12.572 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 135B | 0% |
| Annual Yield % from dividends | 0.37 | 1.81 | 21% |
| Returns for 1 year | 12.17 | 10.03 | 121% |
| Returns for 3 years | 44.40 | 49.84 | 89% |
| Returns for 5 years | 72.33 | N/A | - |
| Returns for 10 years | 75.19 | N/A | - |
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