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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$16.00
Change-$0.25 (-1.54%)
VolumeN/A
Net Assets609.6M
American Funds Capital World Gr&Inc 529C
Price$65.80
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
AWSRX vs CWICX Comparison Chart
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AWSRX vs. CWICX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. AWSRX (610M). CWICX pays higher dividends than AWSRX: CWICX (0.97) vs AWSRX (0.04). AWSRX was incepted earlier than CWICX: AWSRX (14 years) vs CWICX (23 years). AWSRX is a more actively managed with annual turnover of: 107.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AWSRX: CWICX (250) vs AWSRX (1000). AWSRX annual gain was more profitable for investors over the last year : 6.79 vs. CWICX (6.24). CWICX return over 5 years is better than : 32.14 vs. AWSRX (4.42).
| AWSRX | CWICX | AWSRX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.493 | 4.196 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 128B | 0% |
| Annual Yield % from dividends | 0.04 | 0.97 | 4% |
| Returns for 1 year | 6.79 | 6.24 | 109% |
| Returns for 3 years | 10.56 | 16.16 | 65% |
| Returns for 5 years | 4.42 | 32.14 | 14% |
| Returns for 10 years | 17.25 | 53.44 | 32% |
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