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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$17.12
Change-$0.16 (-0.93%)
VolumeN/A
Net Assets619.74M
American Funds Capital World Gr&Inc 529C
Price$74.17
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
AWSRX vs CWICX Comparison Chart in %
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AWSRX 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 AWSRX is a Hold and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. AWSRX (620M). AWSRX pays higher dividends than CWICX: AWSRX (1.00) vs CWICX (0.70). AWSRX was incepted earlier than CWICX: AWSRX (15 years) vs CWICX (24 years). CWICX (1.53) and AWSRX (1.52) have similar cost to investors . AWSRX is a more actively managed with annual turnover of: 46.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AWSRX: CWICX (250) vs AWSRX (1000). CWICX annual gain was more profitable for investors over the last year : 11.27 vs. AWSRX (3.97). CWICX return over 5 years is better than : 39.19 vs. AWSRX (5.00).
| AWSRX | CWICX | AWSRX / CWICX | |
| Total Expense Ratio | 1.52 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.52 | 1.53 | 99% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 10.737 | 18.044 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 620M | 140B | 0% |
| Annual Yield % from dividends | 1.00 | 0.70 | 144% |
| Returns for 1 year | 3.97 | 11.27 | 35% |
| Returns for 3 years | 38.66 | 48.04 | 80% |
| Returns for 5 years | 5.00 | 39.19 | 13% |
| Returns for 10 years | 30.40 | 81.62 | 37% |
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