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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$16.39
Change-$0.25 (-1.50%)
VolumeN/A
Net Assets619.11M
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets130.16B
AWSIX vs CWICX Comparison Chart
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AWSIX vs. CWICX commentary
Feb 23, 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: 130B vs. AWSIX (619M). CWICX pays higher dividends than AWSIX: CWICX (0.97) vs AWSIX (0.52). AWSIX was incepted earlier than CWICX: AWSIX (19 years) vs CWICX (23 years). 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 : 9.21 vs. CWICX (6.24). CWICX return over 5 years is better than : 32.14 vs. AWSIX (9.60).
| AWSIX | CWICX | AWSIX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 5.183 | 4.196 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 130B | 0% |
| Annual Yield % from dividends | 0.52 | 0.97 | 53% |
| Returns for 1 year | 9.21 | 6.24 | 148% |
| Returns for 3 years | 14.30 | 16.16 | 89% |
| Returns for 5 years | 9.60 | 32.14 | 30% |
| Returns for 10 years | 25.26 | 53.44 | 47% |
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