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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$18.28
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets641.86M
American Funds Capital World Gr&Inc 529C
Price$75.84
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
AWSIX vs CWICX Comparison Chart in %
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AWSIX vs. CWICX commentary
Oct 09, 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: 142B vs. AWSIX (642M). AWSIX pays higher dividends than CWICX: AWSIX (1.80) vs CWICX (0.71). 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 : 11.91 vs. AWSIX (7.24). CWICX return over 5 years is better than : 49.40 vs. AWSIX (15.42).
| 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 | 15.044 | 20.702 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 142B | 0% |
| Annual Yield % from dividends | 1.80 | 0.71 | 253% |
| Returns for 1 year | 7.24 | 11.91 | 61% |
| Returns for 3 years | 60.69 | 67.36 | 90% |
| Returns for 5 years | 15.42 | 49.40 | 31% |
| Returns for 10 years | 42.43 | 87.83 | 48% |
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