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AVEWX vs CWIEX
AVEWX vs CWIEX Comparison
Open Charts AVEWX vs CWIEX
Ave Maria World Equity
Price$21.29
Change-$0.37 (-1.71%)
VolumeN/A
Net Assets124.59M
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AVEWX vs CWIEX Comparison Chart
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AVEWX vs. CWIEX 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 CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. AVEWX (125M). CWIEX pays higher dividends than AVEWX: CWIEX (1.31) vs AVEWX (0.37). 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). AVEWX annual gain was more profitable for investors over the last year : 8.28 vs. CWIEX (6.05). AVEWX return over 5 years is better than : 65.38 vs. CWIEX (54.48).
| 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 | 6.557 | 8.904 | 74% |
| Front Load | N/A | N/A | - |
| 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 | 1.31 | 28% |
| Returns for 1 year | 8.28 | 6.05 | 137% |
| Returns for 3 years | 40.19 | 44.36 | 91% |
| Returns for 5 years | 65.38 | 54.48 | 120% |
| Returns for 10 years | 66.06 | 69.54 | 95% |
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