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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$15.53
Change+$0.27 (+1.77%)
VolumeN/A
Net Assets558.23M
American Funds Capital World Gr&Inc 529C
Price$62.69
Change+$0.98 (+1.59%)
VolumeN/A
Net Assets119.48B
AWSIX vs CWICX Comparison Chart
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AWSIX vs. CWICX commentary
Apr 25, 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: 119B vs. AWSIX (558M). AWSIX pays higher dividends than CWICX: AWSIX (2.09) vs CWICX (0.87). AWSIX was incepted earlier than CWICX: AWSIX (20 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). CWICX (-2.22) and AWSIX (-2.29) have marching annual gain over last year. CWICX return over 5 years is better than : 45.47 vs. AWSIX (24.05).
| AWSIX | CWICX | AWSIX / CWICX | |
| Total Expense Ratio | 0.96 | 1.53 | 63% |
| Annual Report Gross Expense Ratio | 0.97 | 1.53 | 63% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -4.804 | -3.464 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 119B | 0% |
| Annual Yield % from dividends | 2.09 | 0.87 | 239% |
| Returns for 1 year | -2.29 | -2.22 | 103% |
| Returns for 3 years | 8.44 | 14.01 | 60% |
| Returns for 5 years | 24.05 | 45.47 | 53% |
| Returns for 10 years | 10.90 | 39.44 | 28% |