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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$16.67
Change-$0.25 (-1.48%)
VolumeN/A
Net Assets611.77M
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
AWSIX vs CWICX Comparison Chart
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AWSIX vs. CWICX commentary
Jun 15, 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: 132B vs. AWSIX (612M). AWSIX pays higher dividends than CWICX: AWSIX (1.96) vs CWICX (0.82). 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). AWSIX annual gain was more profitable for investors over the last year : 6.07 vs. CWICX (5.51). CWICX return over 5 years is better than : 50.44 vs. AWSIX (23.46).
| 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 | 6.953 | 8.650 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 132B | 0% |
| Annual Yield % from dividends | 1.96 | 0.82 | 241% |
| Returns for 1 year | 6.07 | 5.51 | 110% |
| Returns for 3 years | 39.47 | 42.05 | 94% |
| Returns for 5 years | 23.46 | 50.44 | 47% |
| Returns for 10 years | 25.28 | 60.69 | 42% |
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