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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$15.13
Change-$0.56 (-3.57%)
VolumeN/A
Net Assets576.7M
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
AWSIX vs CWICX Comparison Chart
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AWSIX vs. CWICX commentary
Apr 04, 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: 123B vs. AWSIX (577M). AWSIX pays higher dividends than CWICX: AWSIX (2.09) vs CWICX (0.87). AWSIX was incepted earlier than CWICX: AWSIX (19 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than AWSIX (0.97). 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 : 0.58 vs. CWICX (-0.54). CWICX return over 5 years is better than : 66.86 vs. AWSIX (44.55).
| AWSIX | CWICX | AWSIX / CWICX | |
| Total Expense Ratio | 0.96 | 1.53 | 63% |
| Annual Report Gross Expense Ratio | 0.97 | 1.53 | 63% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -0.822 | 0.674 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 123B | 0% |
| Annual Yield % from dividends | 2.09 | 0.87 | 239% |
| Returns for 1 year | 0.58 | -0.54 | -109% |
| Returns for 3 years | 5.80 | 10.74 | 54% |
| Returns for 5 years | 44.55 | 66.86 | 67% |
| Returns for 10 years | 17.62 | 49.18 | 36% |