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AVEWX vs RWBEX
AVEWX vs RWBEX Comparison
Open Charts AVEWX vs RWBEX
Ave Maria World Equity
Price$22.42
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets132.51M
American Funds Capital World Gr&Inc R2E
Price$72.16
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AVEWX vs RWBEX Comparison Chart in %
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AVEWX vs. RWBEX 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. AVEWX (133M). RWBEX pays higher dividends than AVEWX: RWBEX (1.06) vs AVEWX (0.36). AVEWX was incepted earlier than RWBEX: AVEWX (15 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than AVEWX (1.03). RWBEX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). RWBEX has a lower initial minimum investment than AVEWX: RWBEX (250) vs AVEWX (2500). RWBEX (13.26) and AVEWX (13.11) have marching annual gain over last year. AVEWX return over 5 years is better than : 62.20 vs. RWBEX (48.81).
| AVEWX | RWBEX | AVEWX / RWBEX | |
| Total Expense Ratio | 1.03 | 1.21 | 85% |
| Annual Report Gross Expense Ratio | 1.03 | 1.21 | 85% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 12.212 | 14.722 | 83% |
| 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 | 1.06 | 34% |
| Returns for 1 year | 13.11 | 13.26 | 99% |
| Returns for 3 years | 45.20 | 49.26 | 92% |
| Returns for 5 years | 62.20 | 48.81 | 127% |
| Returns for 10 years | 79.88 | 60.15 | 133% |
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