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AVEWX vs CWIEX
AVEWX vs CWIEX Comparison
Open Charts AVEWX vs CWIEX
Ave Maria World Equity
Price$22.25
Change-$0.61 (-2.67%)
VolumeN/A
Net Assets139.63M
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AVEWX vs CWIEX Comparison Chart in %
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AVEWX vs. CWIEX 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 CWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. AVEWX (140M). CWIEX pays higher dividends than AVEWX: CWIEX (1.15) vs AVEWX (0.34). AVEWX was incepted earlier than CWIEX: AVEWX (16 years) vs CWIEX (24 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 : 13.18 vs. AVEWX (7.75). AVEWX return over 5 years is better than : 52.63 vs. CWIEX (46.58).
| AVEWX | CWIEX | AVEWX / CWIEX | |
| Total Expense Ratio | 1.03 | 1.00 | 103% |
| Annual Report Gross Expense Ratio | 1.03 | 1.00 | 103% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 11.361 | 20.939 | 54% |
| Front Load | N/A | N/A | - |
| 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 | 1.15 | 30% |
| Returns for 1 year | 7.75 | 13.18 | 59% |
| Returns for 3 years | 39.09 | 53.98 | 72% |
| Returns for 5 years | 52.63 | 46.58 | 113% |
| Returns for 10 years | 84.63 | 99.00 | 85% |
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