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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$16.94
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AWSRX vs CWICX Comparison Chart in %
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AWSRX vs. CWICX commentary
Jul 05, 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 Buy and CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. AWSRX (625M). AWSRX pays higher dividends than CWICX: AWSRX (1.06) vs CWICX (0.78). AWSRX was incepted earlier than CWICX: AWSRX (14 years) vs CWICX (23 years). 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 : 8.49 vs. AWSRX (6.86). CWICX return over 5 years is better than : 50.99 vs. AWSRX (20.36).
| AWSRX | CWICX | AWSRX / CWICX | |
| Total Expense Ratio | N/A | 1.53 | - |
| Annual Report Gross Expense Ratio | N/A | 1.53 | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.573 | 13.135 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.06 | 0.78 | 136% |
| Returns for 1 year | 6.86 | 8.49 | 81% |
| Returns for 3 years | 33.77 | 48.18 | 70% |
| Returns for 5 years | 20.36 | 50.99 | 40% |
| Returns for 10 years | 25.55 | 70.73 | 36% |
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