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AWSCX vs CWICX
AWSCX vs CWICX Comparison
Open Charts AWSCX vs CWICX
Invesco Global Core Equity C
Price$13.61
Change+$0.26 (+1.95%)
VolumeN/A
Net Assets545.67M
American Funds Capital World Gr&Inc 529C
Price$60.45
Change+$1.09 (+1.84%)
VolumeN/A
Net Assets115.05B
AWSCX vs CWICX Comparison Chart
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AWSCX vs. CWICX commentary
Apr 12, 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 AWSCX is a Buy and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 115B vs. AWSCX (546M). CWICX pays higher dividends than AWSCX: CWICX (0.87) vs AWSCX (0.30). AWSCX was incepted earlier than CWICX: AWSCX (24 years) vs CWICX (23 years). AWSCX (2.02) is less costly to investors than CWICX (1.53). AWSCX is a more actively managed with annual turnover of: 107.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AWSCX: CWICX (250) vs AWSCX (1000). CWICX annual gain was more profitable for investors over the last year : -4.93 vs. AWSCX (-5.92). CWICX return over 5 years is better than : 45.82 vs. AWSCX (13.09).
| AWSCX | CWICX | AWSCX / CWICX | |
| Total Expense Ratio | 2.01 | 1.53 | 131% |
| Annual Report Gross Expense Ratio | 2.02 | 1.53 | 132% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -6.250 | -4.162 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 115B | 0% |
| Annual Yield % from dividends | 0.30 | 0.87 | 34% |
| Returns for 1 year | -5.92 | -4.93 | 120% |
| Returns for 3 years | 0.36 | 9.88 | 4% |
| Returns for 5 years | 13.09 | 45.82 | 29% |
| Returns for 10 years | -1.47 | 40.21 | -4% |
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