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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$16.25
Change-$0.25 (-1.52%)
VolumeN/A
Net Assets601.85M
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AWSRX vs CWICX Comparison Chart
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AWSRX vs. CWICX commentary
Jun 15, 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: 131B vs. AWSRX (602M). AWSRX pays higher dividends than CWICX: AWSRX (1.10) vs CWICX (0.82). 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 : 5.51 vs. AWSRX (3.80). CWICX return over 5 years is better than : 50.44 vs. AWSRX (17.67).
| 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 | 5.110 | 8.650 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 131B | 0% |
| Annual Yield % from dividends | 1.10 | 0.82 | 135% |
| Returns for 1 year | 3.80 | 5.51 | 69% |
| Returns for 3 years | 34.96 | 42.05 | 83% |
| Returns for 5 years | 17.67 | 50.44 | 35% |
| Returns for 10 years | 17.35 | 60.69 | 29% |
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