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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$17.97
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets637.21M
American Funds Capital World Gr&Inc 529C
Price$74.40
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
AWSIX vs CWICX Comparison Chart in %
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AWSIX vs. CWICX commentary
Sep 18, 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 StrongBuy and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. AWSIX (637M). AWSIX pays higher dividends than CWICX: AWSIX (1.85) vs CWICX (0.77). AWSIX was incepted earlier than CWICX: AWSIX (20 years) vs CWICX (24 years). CWICX (1.53) is less costly to investors than AWSIX (0.97). 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 : 12.46 vs. AWSIX (7.30). CWICX return over 5 years is better than : 50.29 vs. AWSIX (17.53).
| AWSIX | CWICX | AWSIX / CWICX | |
| Total Expense Ratio | 0.97 | 1.53 | 63% |
| Annual Report Gross Expense Ratio | 0.97 | 1.53 | 63% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 13.654 | 18.410 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 141B | 0% |
| Annual Yield % from dividends | 1.85 | 0.77 | 241% |
| Returns for 1 year | 7.30 | 12.46 | 59% |
| Returns for 3 years | 49.53 | 56.18 | 88% |
| Returns for 5 years | 17.53 | 50.29 | 35% |
| Returns for 10 years | 44.78 | 89.20 | 50% |
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