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AVEWX vs FWGIX
AVEWX vs FWGIX Comparison
Open Charts AVEWX vs FWGIX
Ave Maria World Equity
Price$22.42
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets132.51M
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AVEWX vs FWGIX Comparison Chart in %
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AVEWX vs. FWGIX commentary
Jul 28, 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 Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. AVEWX (133M). FWGIX pays higher dividends than AVEWX: FWGIX (1.77) vs AVEWX (0.36). AVEWX was incepted earlier than FWGIX: AVEWX (15 years) vs FWGIX (9 years). AVEWX (1.03) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). AVEWX has a lower initial minimum investment than FWGIX: AVEWX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. AVEWX (13.11). AVEWX return over 5 years is better than : 62.20 vs. FWGIX (53.11).
| AVEWX | FWGIX | AVEWX / FWGIX | |
| Total Expense Ratio | 1.03 | 0.41 | 251% |
| Annual Report Gross Expense Ratio | 1.03 | 0.41 | 251% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 12.212 | 15.237 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 137B | 0% |
| Annual Yield % from dividends | 0.36 | 1.77 | 20% |
| Returns for 1 year | 13.11 | 14.19 | 92% |
| Returns for 3 years | 45.20 | 52.35 | 86% |
| Returns for 5 years | 62.20 | 53.11 | 117% |
| Returns for 10 years | 79.88 | N/A | - |
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