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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$17.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets631.44M
American Funds Capital World Gr&Inc 529C
Price$72.67
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
AWSRX vs CWICX Comparison Chart in %
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AWSRX vs. CWICX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. AWSRX (631M). AWSRX pays higher dividends than CWICX: AWSRX (1.04) vs CWICX (0.77). AWSRX was incepted earlier than CWICX: AWSRX (14 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 : 11.75 vs. AWSRX (7.52). CWICX return over 5 years is better than : 44.60 vs. AWSRX (12.84).
| AWSRX | CWICX | AWSRX / CWICX | |
| Total Expense Ratio | 1.52 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.52 | 1.53 | 99% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.902 | 15.044 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 137B | 0% |
| Annual Yield % from dividends | 1.04 | 0.77 | 135% |
| Returns for 1 year | 7.52 | 11.75 | 64% |
| Returns for 3 years | 41.59 | 51.29 | 81% |
| Returns for 5 years | 12.84 | 44.60 | 29% |
| Returns for 10 years | 34.82 | 83.27 | 42% |
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