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AVEWX vs RWIBX
AVEWX vs RWIBX Comparison
Open Charts AVEWX vs RWIBX
Ave Maria World Equity
Price$22.00
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets129.57M
American Funds Capital World Gr&Inc R2
Price$69.74
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets134.85B
AVEWX vs RWIBX Comparison Chart in %
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AVEWX vs. RWIBX commentary
Jun 30, 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.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 135B vs. AVEWX (130M). RWIBX pays higher dividends than AVEWX: RWIBX (0.86) vs AVEWX (0.37). 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). AVEWX annual gain was more profitable for investors over the last year : 12.17 vs. RWIBX (8.81). AVEWX return over 5 years is better than : 72.33 vs. RWIBX (52.35).
| AVEWX | RWIBX | AVEWX / RWIBX | |
| Total Expense Ratio | 1.03 | 1.51 | 68% |
| Annual Report Gross Expense Ratio | 1.03 | 1.51 | 68% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 10.110 | 12.004 | 84% |
| 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 | 0.86 | 43% |
| Returns for 1 year | 12.17 | 8.81 | 138% |
| Returns for 3 years | 44.40 | 44.16 | 101% |
| Returns for 5 years | 72.33 | 52.35 | 138% |
| Returns for 10 years | 75.19 | 55.77 | 135% |
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