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AVEWX vs FCWGX
AVEWX vs FCWGX Comparison
Open Charts AVEWX vs FCWGX
Ave Maria World Equity
Price$22.34
Change+$0.20 (+0.90%)
VolumeN/A
Net Assets131.61M
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AVEWX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. AVEWX (132M). FCWGX pays higher dividends than AVEWX: FCWGX (1.68) vs AVEWX (0.36). 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 : 12.82 vs. FCWGX (9.61).
| 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 | 11.812 | 13.697 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 136B | 0% |
| Annual Yield % from dividends | 0.36 | 1.68 | 21% |
| Returns for 1 year | 12.82 | 9.61 | 133% |
| Returns for 3 years | 47.39 | 52.90 | 90% |
| Returns for 5 years | 70.21 | N/A | - |
| Returns for 10 years | 79.10 | N/A | - |
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