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AVEWX vs RWIFX
AVEWX vs RWIFX Comparison
Open Charts AVEWX vs RWIFX
Ave Maria World Equity
Price$20.57
Change-$0.14 (-0.68%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$65.46
Change-$4.74 (-6.75%)
VolumeN/A
CapitalizationN/A
AVEWX vs RWIFX Comparison Chart
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AVEWX vs. RWIFX commentary
Dec 19, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 130B vs. AVEWX (119M). RWIFX pays higher dividends than AVEWX: RWIFX (1.94) vs AVEWX (0.73). AVEWX was incepted earlier than RWIFX: AVEWX (15 years) vs RWIFX (23 years). AVEWX is a more actively managed with annual turnover of: 29.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AVEWX: RWIFX (250) vs AVEWX (2500). RWIFX annual gain was more profitable for investors over the last year : 12.33 vs. AVEWX (5.66). RWIFX return over 5 years is better than : 33.65 vs. AVEWX (28.22).
| AVEWX | RWIFX | AVEWX / RWIFX | |
| 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 | 10.727 | 63% |
| 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 | 1.94 | 38% |
| Returns for 1 year | 5.66 | 12.33 | 46% |
| Returns for 3 years | 13.43 | 10.56 | 127% |
| Returns for 5 years | 28.22 | 33.65 | 84% |
| Returns for 10 years | 55.47 | 49.13 | 113% |