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AVEWX vs CWIEX
AVEWX vs CWIEX Comparison
Open Charts AVEWX vs CWIEX
Ave Maria World Equity
Price$22.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets133.56M
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AVEWX vs CWIEX Comparison Chart in %
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AVEWX vs. CWIEX commentary
Aug 18, 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AVEWX (134M). CWIEX pays higher dividends than AVEWX: CWIEX (1.25) vs AVEWX (0.36). AVEWX was incepted earlier than CWIEX: AVEWX (15 years) vs CWIEX (23 years). AVEWX (1.03) and CWIEX (1.00) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWIEX has a lower initial minimum investment than AVEWX: CWIEX (250) vs AVEWX (2500). CWIEX annual gain was more profitable for investors over the last year : 11.15 vs. AVEWX (10.45). AVEWX return over 5 years is better than : 60.05 vs. CWIEX (49.58).
| AVEWX | CWIEX | AVEWX / CWIEX | |
| Total Expense Ratio | 1.03 | 1.00 | 103% |
| Annual Report Gross Expense Ratio | 1.03 | 1.00 | 103% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.663 | 15.312 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 137B | 0% |
| Annual Yield % from dividends | 0.36 | 1.25 | 29% |
| Returns for 1 year | 10.45 | 11.15 | 94% |
| Returns for 3 years | 34.40 | 41.58 | 83% |
| Returns for 5 years | 60.05 | 49.58 | 121% |
| Returns for 10 years | 80.87 | 81.77 | 99% |
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