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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$17.59
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets627.37M
American Funds Capital World Gr&Inc 529C
Price$72.26
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWSIX vs CWICX Comparison Chart in %
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AWSIX vs. CWICX commentary
Aug 17, 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: 137B vs. AWSIX (627M). AWSIX pays higher dividends than CWICX: AWSIX (1.88) vs CWICX (0.78). AWSIX was incepted earlier than CWICX: AWSIX (20 years) vs CWICX (24 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 : 10.56 vs. AWSIX (6.47). CWICX return over 5 years is better than : 45.65 vs. AWSIX (16.44).
| AWSIX | CWICX | AWSIX / CWICX | |
| Total Expense Ratio | N/A | 1.53 | - |
| Annual Report Gross Expense Ratio | N/A | 1.53 | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 11.188 | 14.932 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 137B | 0% |
| Annual Yield % from dividends | 1.88 | 0.78 | 241% |
| Returns for 1 year | 6.47 | 10.56 | 61% |
| Returns for 3 years | 28.63 | 39.33 | 73% |
| Returns for 5 years | 16.44 | 45.65 | 36% |
| Returns for 10 years | 32.23 | 72.26 | 45% |
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