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AVEWX vs CWIAX
AVEWX vs CWIAX Comparison
Open Charts AVEWX vs CWIAX
Ave Maria World Equity
Price$22.25
Change-$0.61 (-2.67%)
VolumeN/A
Net Assets139.63M
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AVEWX vs CWIAX Comparison Chart in %
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AVEWX vs. CWIAX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. AVEWX (140M). CWIAX pays higher dividends than AVEWX: CWIAX (1.36) vs AVEWX (0.34). AVEWX was incepted earlier than CWIAX: AVEWX (16 years) vs CWIAX (24 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). CWIAX annual gain was more profitable for investors over the last year : 15.02 vs. AVEWX (10.28). AVEWX return over 5 years is better than : 56.81 vs. CWIAX (51.04).
| AVEWX | CWIAX | AVEWX / CWIAX | |
| Total Expense Ratio | 1.03 | 0.78 | 132% |
| Annual Report Gross Expense Ratio | 1.03 | 0.78 | 132% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 14.414 | 23.425 | 62% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 144B | 0% |
| Annual Yield % from dividends | 0.34 | 1.36 | 25% |
| Returns for 1 year | 10.28 | 15.02 | 68% |
| Returns for 3 years | 41.35 | 57.07 | 72% |
| Returns for 5 years | 56.81 | 51.04 | 111% |
| Returns for 10 years | 92.53 | 109.69 | 84% |
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