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AVEWX vs RWIBX
AVEWX vs RWIBX Comparison
Open Charts AVEWX vs RWIBX
Ave Maria World Equity
Price$20.15
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets118.54M
American Funds Capital World Gr&Inc R2
Price$63.81
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets126.7B
AVEWX vs RWIBX Comparison Chart
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AVEWX vs. RWIBX commentary
Jan 19, 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 Hold and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B 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 : 10.02 vs. AVEWX (7.60). AVEWX return over 5 years is better than : 27.47 vs. RWIBX (24.76).
| 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 | 0.851 | 2.014 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 127B | 0% |
| Annual Yield % from dividends | 0.73 | 1.05 | 70% |
| Returns for 1 year | 7.60 | 10.02 | 76% |
| Returns for 3 years | 11.17 | 6.90 | 162% |
| Returns for 5 years | 27.47 | 24.76 | 111% |
| Returns for 10 years | 64.76 | 44.15 | 147% |
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