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AVEWX vs FCWGX
AVEWX vs FCWGX Comparison
Open Charts AVEWX vs FCWGX
Ave Maria World Equity
Price$21.29
Change-$0.37 (-1.71%)
VolumeN/A
Net Assets124.59M
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
AVEWX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. AVEWX (125M). FCWGX pays higher dividends than AVEWX: FCWGX (1.75) vs AVEWX (0.37). AVEWX was incepted earlier than FCWGX: AVEWX (15 years) vs FCWGX (5 years). AVEWX (1.03) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). FCWGX has a lower initial minimum investment than AVEWX: FCWGX (250) vs AVEWX (2500). AVEWX annual gain was more profitable for investors over the last year : 8.28 vs. FCWGX (6.60).
| AVEWX | FCWGX | AVEWX / FCWGX | |
| Total Expense Ratio | 1.03 | 0.52 | 198% |
| Annual Report Gross Expense Ratio | 1.03 | 0.52 | 198% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 6.557 | 9.138 | 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 | 1.75 | 21% |
| Returns for 1 year | 8.28 | 6.60 | 125% |
| Returns for 3 years | 40.19 | 46.60 | 86% |
| Returns for 5 years | 65.38 | N/A | - |
| Returns for 10 years | 66.06 | N/A | - |
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