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AVEWX vs RWIFX
AVEWX vs RWIFX Comparison
Open Charts AVEWX vs RWIFX
Ave Maria World Equity
Price$18.38
Change-$0.56 (-2.96%)
VolumeN/A
Net Assets109.66M
American Funds Capital World Gr&Inc R5
Price$59.76
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
AVEWX vs RWIFX Comparison Chart
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AVEWX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. AVEWX (110M). RWIFX pays higher dividends than AVEWX: RWIFX (1.93) vs AVEWX (0.41). AVEWX was incepted earlier than RWIFX: AVEWX (15 years) vs RWIFX (23 years). AVEWX (1.05) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). 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 : -3.76 vs. AVEWX (-5.73). AVEWX return over 5 years is better than : 56.93 vs. RWIFX (48.33).
| AVEWX | RWIFX | AVEWX / RWIFX | |
| Total Expense Ratio | 1.05 | 0.46 | 228% |
| Annual Report Gross Expense Ratio | 1.05 | 0.46 | 228% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -5.205 | -4.061 | 128% |
| 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 | 1.93 | 21% |
| Returns for 1 year | -5.73 | -3.76 | 153% |
| Returns for 3 years | 10.57 | 10.67 | 99% |
| Returns for 5 years | 56.93 | 48.33 | 118% |
| Returns for 10 years | 47.73 | 33.92 | 141% |
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