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AVEWX vs CWIFX
AVEWX vs CWIFX Comparison
Open Charts AVEWX vs CWIFX
Ave Maria World Equity
Price$21.29
Change-$0.37 (-1.71%)
VolumeN/A
Net Assets124.59M
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AVEWX vs CWIFX Comparison Chart
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AVEWX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. AVEWX (125M). CWIFX pays higher dividends than AVEWX: CWIFX (1.68) vs AVEWX (0.37). AVEWX was incepted earlier than CWIFX: AVEWX (15 years) vs CWIFX (23 years). AVEWX (1.03) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWIFX has a lower initial minimum investment than AVEWX: CWIFX (250) vs AVEWX (2500). AVEWX annual gain was more profitable for investors over the last year : 8.28 vs. CWIFX (6.46). AVEWX return over 5 years is better than : 65.38 vs. CWIFX (57.58).
| AVEWX | CWIFX | AVEWX / CWIFX | |
| Total Expense Ratio | 1.03 | 0.86 | 120% |
| Annual Report Gross Expense Ratio | 1.03 | 0.86 | 120% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 6.557 | 9.097 | 72% |
| 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 | 1.68 | 22% |
| Returns for 1 year | 8.28 | 6.46 | 128% |
| Returns for 3 years | 40.19 | 46.04 | 87% |
| Returns for 5 years | 65.38 | 57.58 | 114% |
| Returns for 10 years | 66.06 | 76.87 | 86% |
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