Ad is loading...
AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$14.80
Change+$0.28 (+1.93%)
VolumeN/A
Net Assets545.67M
American Funds Capital World Gr&Inc 529C
Price$60.45
Change+$1.09 (+1.84%)
VolumeN/A
Net Assets115.05B
AWSRX vs CWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSRX vs. CWICX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 115B vs. AWSRX (546M). AWSRX pays higher dividends than CWICX: AWSRX (1.17) vs CWICX (0.87). AWSRX was incepted earlier than CWICX: AWSRX (14 years) vs CWICX (23 years). CWICX (1.53) and AWSRX (1.52) have similar cost to investors . 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). CWICX (-4.93) and AWSRX (-4.97) have marching annual gain over last year. CWICX return over 5 years is better than : 45.82 vs. AWSRX (18.64).
| AWSRX | CWICX | AWSRX / CWICX | |
| Total Expense Ratio | 1.51 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.52 | 1.53 | 99% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -6.080 | -4.162 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 115B | 0% |
| Annual Yield % from dividends | 1.17 | 0.87 | 134% |
| Returns for 1 year | -4.97 | -4.93 | 101% |
| Returns for 3 years | 2.79 | 9.88 | 28% |
| Returns for 5 years | 18.64 | 45.82 | 41% |
| Returns for 10 years | 5.66 | 40.21 | 14% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers