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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$17.57
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets631.55M
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
AWSRX vs CWICX Comparison Chart in %
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AWSRX vs. CWICX commentary
Oct 18, 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: 141B vs. AWSRX (632M). AWSRX pays higher dividends than CWICX: AWSRX (1.01) vs CWICX (0.71). 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 : 10.05 vs. AWSRX (3.79). CWICX return over 5 years is better than : 48.38 vs. AWSRX (10.48).
| 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 | 13.001 | 19.365 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 141B | 0% |
| Annual Yield % from dividends | 1.01 | 0.71 | 142% |
| Returns for 1 year | 3.79 | 10.05 | 38% |
| Returns for 3 years | 53.67 | 64.31 | 83% |
| Returns for 5 years | 10.48 | 48.38 | 22% |
| Returns for 10 years | 33.95 | 85.25 | 40% |
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