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AVEWX vs RWIFX
AVEWX vs RWIFX Comparison
Open Charts AVEWX vs RWIFX
Ave Maria World Equity
Price$20.26
Change-$0.47 (-2.27%)
VolumeN/A
Net Assets117.84M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
AVEWX vs RWIFX Comparison Chart
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AVEWX vs. RWIFX commentary
Feb 23, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. AVEWX (118M). 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 : 7.41 vs. AVEWX (3.30). RWIFX return over 5 years is better than : 33.89 vs. AVEWX (30.40).
| 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 | 1.401 | 4.358 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 128B | 0% |
| Annual Yield % from dividends | 0.73 | 1.94 | 38% |
| Returns for 1 year | 3.30 | 7.41 | 45% |
| Returns for 3 years | 18.68 | 17.26 | 108% |
| Returns for 5 years | 30.40 | 33.89 | 90% |
| Returns for 10 years | 57.00 | 46.04 | 124% |
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