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AVEWX vs FWCGX
AVEWX vs FWCGX Comparison
Open Charts AVEWX vs FWCGX
Ave Maria World Equity
Price$22.42
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets132.51M
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AVEWX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. AVEWX (133M). FWCGX pays higher dividends than AVEWX: FWCGX (1.73) vs AVEWX (0.36). AVEWX was incepted earlier than FWCGX: AVEWX (15 years) vs FWCGX (5 years). AVEWX (1.03) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). FWCGX has a lower initial minimum investment than AVEWX: FWCGX (250) vs AVEWX (2500). FWCGX annual gain was more profitable for investors over the last year : 14.12 vs. AVEWX (13.11).
| AVEWX | FWCGX | AVEWX / FWCGX | |
| Total Expense Ratio | 1.03 | 0.47 | 219% |
| Annual Report Gross Expense Ratio | 1.03 | 0.47 | 219% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 12.212 | 15.194 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 137B | 0% |
| Annual Yield % from dividends | 0.36 | 1.73 | 21% |
| Returns for 1 year | 13.11 | 14.12 | 93% |
| Returns for 3 years | 45.20 | 53.88 | 84% |
| Returns for 5 years | 62.20 | N/A | - |
| Returns for 10 years | 79.88 | N/A | - |
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