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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$17.39
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AWSIX vs CWICX Comparison Chart in %
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AWSIX vs. CWICX commentary
Jul 06, 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 AWSIX is a Buy and CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. AWSIX (625M). AWSIX pays higher dividends than CWICX: AWSIX (1.89) vs CWICX (0.78). AWSIX was incepted earlier than CWICX: AWSIX (20 years) vs CWICX (23 years). AWSIX is a more actively managed with annual turnover of: 46.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AWSIX: CWICX (250) vs AWSIX (1000000). CWICX annual gain was more profitable for investors over the last year : 8.49 vs. AWSIX (7.62). CWICX return over 5 years is better than : 50.99 vs. AWSIX (24.45).
| AWSIX | CWICX | AWSIX / CWICX | |
| Total Expense Ratio | N/A | 1.53 | - |
| Annual Report Gross Expense Ratio | N/A | 1.53 | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 9.924 | 13.135 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.89 | 0.78 | 242% |
| Returns for 1 year | 7.62 | 8.49 | 90% |
| Returns for 3 years | 36.36 | 48.18 | 75% |
| Returns for 5 years | 24.45 | 50.99 | 48% |
| Returns for 10 years | 32.09 | 70.73 | 45% |
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