Interact to see
Advertisement
Advertisement
AVEWX vs FWGIX
AVEWX vs FWGIX Comparison
Open Charts AVEWX vs FWGIX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8 years | - |
| Gain YTD | 11.812 | 13.775 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 136B | 0% |
| Annual Yield % from dividends | 0.36 | 1.77 | 20% |
| Returns for 1 year | 12.82 | 9.74 | 132% |
| Returns for 3 years | 47.39 | 51.57 | 92% |
| Returns for 5 years | 70.21 | 54.88 | 128% |
| Returns for 10 years | 79.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers