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AVEWX vs CWIAX
AVEWX vs CWIAX Comparison
Open Charts AVEWX vs CWIAX
Ave Maria World Equity
Price$21.29
Change-$0.37 (-1.71%)
VolumeN/A
Net Assets124.59M
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AVEWX vs CWIAX Comparison Chart
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AVEWX vs. CWIAX commentary
Jun 16, 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 Hold and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. AVEWX (125M). CWIAX pays higher dividends than AVEWX: CWIAX (1.52) vs AVEWX (0.37). AVEWX was incepted earlier than CWIAX: AVEWX (15 years) vs CWIAX (23 years). AVEWX (1.03) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWIAX has a lower initial minimum investment than AVEWX: CWIAX (250) vs AVEWX (2500). AVEWX annual gain was more profitable for investors over the last year : 8.28 vs. CWIAX (6.31). AVEWX return over 5 years is better than : 65.38 vs. CWIAX (56.31).
| AVEWX | CWIAX | AVEWX / CWIAX | |
| Total Expense Ratio | 1.03 | 0.78 | 132% |
| Annual Report Gross Expense Ratio | 1.03 | 0.78 | 132% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 6.557 | 9.031 | 73% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 131B | 0% |
| Annual Yield % from dividends | 0.37 | 1.52 | 24% |
| Returns for 1 year | 8.28 | 6.31 | 131% |
| Returns for 3 years | 40.19 | 45.37 | 89% |
| Returns for 5 years | 65.38 | 56.31 | 116% |
| Returns for 10 years | 66.06 | 73.44 | 90% |
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