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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$16.16
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets607.22M
American Funds Capital World Gr&Inc 529C
Price$64.42
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
AWSIX vs CWICX Comparison Chart
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AWSIX vs. CWICX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 127B vs. AWSIX (607M). CWICX pays higher dividends than AWSIX: CWICX (0.97) vs AWSIX (0.52). AWSIX was incepted earlier than CWICX: AWSIX (19 years) vs CWICX (23 years). AWSIX is a more actively managed with annual turnover of: 107.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AWSIX: CWICX (250) vs AWSIX (1000000). AWSIX annual gain was more profitable for investors over the last year : 13.43 vs. CWICX (10.05). CWICX return over 5 years is better than : 27.25 vs. AWSIX (3.62).
| AWSIX | CWICX | AWSIX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.149 | 2.011 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 127B | 0% |
| Annual Yield % from dividends | 0.52 | 0.97 | 53% |
| Returns for 1 year | 13.43 | 10.05 | 134% |
| Returns for 3 years | 5.92 | 8.23 | 72% |
| Returns for 5 years | 3.62 | 27.25 | 13% |
| Returns for 10 years | 28.60 | 56.91 | 50% |
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