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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$17.14
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets627.37M
American Funds Capital World Gr&Inc 529C
Price$72.26
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWSRX vs CWICX Comparison Chart in %
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AWSRX vs. CWICX commentary
Aug 17, 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: 137B vs. AWSRX (627M). AWSRX pays higher dividends than CWICX: AWSRX (1.06) vs CWICX (0.78). AWSRX was incepted earlier than CWICX: AWSRX (14 years) vs CWICX (24 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 : 10.56 vs. AWSRX (5.81). CWICX return over 5 years is better than : 45.65 vs. AWSRX (12.66).
| AWSRX | CWICX | AWSRX / CWICX | |
| Total Expense Ratio | N/A | 1.53 | - |
| Annual Report Gross Expense Ratio | N/A | 1.53 | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 10.867 | 14.932 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 137B | 0% |
| Annual Yield % from dividends | 1.06 | 0.78 | 135% |
| Returns for 1 year | 5.81 | 10.56 | 55% |
| Returns for 3 years | 26.37 | 39.33 | 67% |
| Returns for 5 years | 12.66 | 45.65 | 28% |
| Returns for 10 years | 25.87 | 72.26 | 36% |
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