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AVEWX vs CWGCX
AVEWX vs CWGCX Comparison
Open Charts AVEWX vs CWGCX
Ave Maria World Equity
Price$22.33
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets135.49M
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
AVEWX vs CWGCX Comparison Chart in %
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AVEWX vs. CWGCX commentary
Oct 19, 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 CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. AVEWX (135M). CWGCX pays higher dividends than AVEWX: CWGCX (0.77) vs AVEWX (0.35). AVEWX was incepted earlier than CWGCX: AVEWX (15 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than AVEWX (1.03). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWGCX has a lower initial minimum investment than AVEWX: CWGCX (250) vs AVEWX (2500). CWGCX annual gain was more profitable for investors over the last year : 9.93 vs. AVEWX (6.25). AVEWX return over 5 years is better than : 58.66 vs. CWGCX (46.50).
| AVEWX | CWGCX | AVEWX / CWGCX | |
| Total Expense Ratio | 1.03 | 1.49 | 69% |
| Annual Report Gross Expense Ratio | 1.03 | 1.49 | 69% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 11.762 | 19.298 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 141B | 0% |
| Annual Yield % from dividends | 0.35 | 0.77 | 45% |
| Returns for 1 year | 6.25 | 9.93 | 63% |
| Returns for 3 years | 51.42 | 63.56 | 81% |
| Returns for 5 years | 58.66 | 46.50 | 126% |
| Returns for 10 years | 85.72 | 72.19 | 119% |
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