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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$15.78
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets607.22M
American Funds Capital World Gr&Inc 529C
Price$64.42
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
AWSRX vs CWICX Comparison Chart
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AWSRX vs. CWICX commentary
Jan 19, 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: 127B vs. AWSRX (607M). 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 : 12.60 vs. CWICX (10.05). CWICX return over 5 years is better than : 27.25 vs. AWSRX (0.16).
| 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 | 2.070 | 2.011 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 127B | 0% |
| Annual Yield % from dividends | 0.04 | 0.97 | 4% |
| Returns for 1 year | 12.60 | 10.05 | 125% |
| Returns for 3 years | 3.99 | 8.23 | 49% |
| Returns for 5 years | 0.16 | 27.25 | 1% |
| Returns for 10 years | 22.16 | 56.91 | 39% |
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