Interact to see
Advertisement
Advertisement
AVEWX vs RWBEX
AVEWX vs RWBEX Comparison
Open Charts AVEWX vs RWBEX
Ave Maria World Equity
Price$22.34
Change+$0.20 (+0.90%)
VolumeN/A
Net Assets131.61M
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AVEWX vs RWBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVEWX vs. RWBEX 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. AVEWX (132M). 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). AVEWX annual gain was more profitable for investors over the last year : 12.82 vs. RWBEX (8.84). AVEWX return over 5 years is better than : 70.21 vs. RWBEX (50.51).
| 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 | 11.812 | 13.307 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 136B | 0% |
| Annual Yield % from dividends | 0.36 | 1.06 | 34% |
| Returns for 1 year | 12.82 | 8.84 | 145% |
| Returns for 3 years | 47.39 | 48.49 | 98% |
| Returns for 5 years | 70.21 | 50.51 | 139% |
| Returns for 10 years | 79.10 | 59.94 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement