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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$17.50
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets625.79M
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.3B
AWSIX vs CWICX Comparison Chart in %
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AWSIX vs. CWICX commentary
Jul 26, 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 StrongBuy and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. AWSIX (626M). AWSIX pays higher dividends than CWICX: AWSIX (1.89) vs CWICX (0.78). AWSIX was incepted earlier than CWICX: AWSIX (20 years) vs CWICX (23 years). 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 : 12.89 vs. AWSIX (8.64). CWICX return over 5 years is better than : 49.27 vs. AWSIX (20.70).
| AWSIX | CWICX | AWSIX / CWICX | |
| Total Expense Ratio | N/A | 1.53 | - |
| Annual Report Gross Expense Ratio | N/A | 1.53 | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.493 | 14.503 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 137B | 0% |
| Annual Yield % from dividends | 1.89 | 0.78 | 242% |
| Returns for 1 year | 8.64 | 12.89 | 67% |
| Returns for 3 years | 37.38 | 48.95 | 76% |
| Returns for 5 years | 20.70 | 49.27 | 42% |
| Returns for 10 years | 31.40 | 70.95 | 44% |
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