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AVEWX vs RWIBX
AVEWX vs RWIBX Comparison
Open Charts AVEWX vs RWIBX
Ave Maria World Equity
Price$18.38
Change-$0.56 (-2.96%)
VolumeN/A
Net Assets109.66M
American Funds Capital World Gr&Inc R2
Price$58.79
Change-$0.98 (-1.64%)
VolumeN/A
Net Assets116.98B
AVEWX vs RWIBX Comparison Chart
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AVEWX vs. RWIBX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 117B vs. AVEWX (110M). RWIBX pays higher dividends than AVEWX: RWIBX (0.92) vs AVEWX (0.41). AVEWX was incepted earlier than RWIBX: AVEWX (15 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than AVEWX (1.05). 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 : -4.83 vs. AVEWX (-5.73). AVEWX return over 5 years is better than : 56.93 vs. RWIBX (43.05).
| AVEWX | RWIBX | AVEWX / RWIBX | |
| Total Expense Ratio | 1.05 | 1.51 | 70% |
| Annual Report Gross Expense Ratio | 1.05 | 1.51 | 70% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -5.205 | -4.331 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 117B | 0% |
| Annual Yield % from dividends | 0.41 | 0.92 | 44% |
| Returns for 1 year | -5.73 | -4.83 | 119% |
| Returns for 3 years | 10.57 | 7.98 | 132% |
| Returns for 5 years | 56.93 | 43.05 | 132% |
| Returns for 10 years | 47.73 | 28.88 | 165% |
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