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AWSAX vs CWICX
AWSAX vs CWICX Comparison
Open Charts AWSAX vs CWICX
Invesco Global Core Equity A
Price$14.57
Change-$0.43 (-2.87%)
VolumeN/A
Net Assets561.92M
American Funds Capital World Gr&Inc 529C
Price$59.36
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
AWSAX vs CWICX Comparison Chart
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AWSAX vs. CWICX commentary
Apr 11, 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 AWSAX is a Buy and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 117B vs. AWSAX (562M). AWSAX pays higher dividends than CWICX: AWSAX (1.59) vs CWICX (0.87). AWSAX was incepted earlier than CWICX: AWSAX (24 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than AWSAX (1.27). AWSAX is a more actively managed with annual turnover of: 107.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AWSAX: CWICX (250) vs AWSAX (1000). AWSAX annual gain was more profitable for investors over the last year : -1.44 vs. CWICX (-4.79). CWICX return over 5 years is better than : 45.55 vs. AWSAX (23.83).
| AWSAX | CWICX | AWSAX / CWICX | |
| Total Expense Ratio | 1.26 | 1.53 | 82% |
| Annual Report Gross Expense Ratio | 1.27 | 1.53 | 83% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -3.226 | -4.336 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 117B | 0% |
| Annual Yield % from dividends | 1.59 | 0.87 | 183% |
| Returns for 1 year | -1.44 | -4.79 | 30% |
| Returns for 3 years | 5.88 | 9.16 | 64% |
| Returns for 5 years | 23.83 | 45.55 | 52% |
| Returns for 10 years | 11.38 | 40.10 | 28% |