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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$17.63
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets613.91M
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AWSIX vs CWICX Comparison Chart in %
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AWSIX vs. CWICX commentary
Nov 20, 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 Hold and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. AWSIX (614M). AWSIX pays higher dividends than CWICX: AWSIX (1.78) vs CWICX (0.70). 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 : 11.33 vs. AWSIX (4.66). CWICX return over 5 years is better than : 39.45 vs. AWSIX (8.95).
| 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 | 11.441 | 18.139 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 614M | 139B | 0% |
| Annual Yield % from dividends | 1.78 | 0.70 | 256% |
| Returns for 1 year | 4.66 | 11.33 | 41% |
| Returns for 3 years | 41.37 | 48.16 | 86% |
| Returns for 5 years | 8.95 | 39.45 | 23% |
| Returns for 10 years | 37.28 | 81.77 | 46% |
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