AVEWX
Price
$22.34
Change
+$0.20 (+0.90%)
Updated
Jul 3 closing price
Net Assets
131.61M
FWGIX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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AVEWX vs FWGIX

Header iconAVEWX vs FWGIX Comparison
Open Charts AVEWX vs FWGIXBanner chart's image
Ave Maria World Equity
Price$22.34
Change+$0.20 (+0.90%)
VolumeN/A
Net Assets131.61M
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AVEWX vs FWGIX Comparison Chart in %
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AVEWX vs. FWGIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. AVEWX (132M). FWGIX pays higher dividends than AVEWX: FWGIX (1.77) vs AVEWX (0.36). AVEWX was incepted earlier than FWGIX: AVEWX (15 years) vs FWGIX (8 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). AVEWX annual gain was more profitable for investors over the last year : 12.82 vs. FWGIX (9.74). AVEWX return over 5 years is better than : 70.21 vs. FWGIX (54.88).
AVEWXFWGIXAVEWX / FWGIX
Total Expense Ratio1.030.41251%
Annual Report Gross Expense Ratio1.030.41251%
Fund Existence15 years8 years-
Gain YTD11.81213.77586%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets132M136B0%
Annual Yield % from dividends0.361.7720%
Returns for 1 year12.829.74132%
Returns for 3 years47.3951.5792%
Returns for 5 years70.2154.88128%
Returns for 10 years79.10N/A-
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