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AVEWX vs RWIBX
AVEWX vs RWIBX Comparison
Open Charts AVEWX vs RWIBX
Ave Maria World Equity
Price$20.57
Change-$0.14 (-0.68%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$64.43
Change-$4.56 (-6.61%)
VolumeN/A
CapitalizationN/A
AVEWX vs RWIBX Comparison Chart
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AVEWX vs. RWIBX commentary
Dec 18, 2024
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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 130B vs. AVEWX (119M). RWIBX pays higher dividends than AVEWX: RWIBX (1.05) vs AVEWX (0.73). AVEWX was incepted earlier than RWIBX: AVEWX (15 years) vs RWIBX (23 years). AVEWX is a more actively managed with annual turnover of: 29.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than AVEWX: RWIBX (250) vs AVEWX (2500). RWIBX annual gain was more profitable for investors over the last year : 11.34 vs. AVEWX (5.66). RWIBX (29.64) and AVEWX (28.22) have equivalent 5 years return.
| AVEWX | RWIBX | AVEWX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 6.746 | 9.781 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 130B | 0% |
| Annual Yield % from dividends | 0.73 | 1.05 | 70% |
| Returns for 1 year | 5.66 | 11.34 | 50% |
| Returns for 3 years | 13.43 | 8.41 | 160% |
| Returns for 5 years | 28.22 | 29.64 | 95% |
| Returns for 10 years | 55.47 | 44.22 | 125% |
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