AVEWX
Price
$21.96
Change
+$0.13 (+0.60%)
Updated
Aug 6 closing price
Net Assets
128.83M
RWIBX
Price
$70.18
Change
+$0.42 (+0.60%)
Updated
Aug 6 closing price
Net Assets
134.28B
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AVEWX vs RWIBX

Header iconAVEWX vs RWIBX Comparison
Open Charts AVEWX vs RWIBXBanner chart's image
Ave Maria World Equity
Price$21.96
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets128.83M
American Funds Capital World Gr&Inc R2
Price$70.18
Change+$0.42 (+0.60%)
VolumeN/A
Net Assets134.28B
AVEWX vs RWIBX Comparison Chart in %
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AVEWX vs. RWIBX commentary
Aug 07, 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 Buy and RWIBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 134B vs. AVEWX (129M). RWIBX pays higher dividends than AVEWX: RWIBX (0.82) vs AVEWX (0.36). AVEWX was incepted earlier than RWIBX: AVEWX (15 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than AVEWX (1.03). RWIBX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). 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 : 14.84 vs. AVEWX (13.09). AVEWX return over 5 years is better than : 55.32 vs. RWIBX (41.94).
AVEWXRWIBXAVEWX / RWIBX
Total Expense Ratio1.031.5168%
Annual Report Gross Expense Ratio1.031.5168%
Fund Existence15 years23 years-
Gain YTD9.25912.71073%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets129M134B0%
Annual Yield % from dividends0.360.8244%
Returns for 1 year13.0914.8488%
Returns for 3 years34.0940.1085%
Returns for 5 years55.3241.94132%
Returns for 10 years73.9755.35134%
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