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AWSAX vs CWIEX
AWSAX vs CWIEX Comparison
Open Charts AWSAX vs CWIEX
Invesco Global Core Equity A
Price$17.47
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets634.5M
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
AWSAX vs CWIEX Comparison Chart in %
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AWSAX vs. CWIEX commentary
Sep 09, 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 AWSAX is a StrongBuy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. AWSAX (635M). AWSAX pays higher dividends than CWIEX: AWSAX (1.41) vs CWIEX (1.22). AWSAX was incepted earlier than CWIEX: AWSAX (25 years) vs CWIEX (24 years). AWSAX (1.27) is less costly to investors than CWIEX (1.00). AWSAX is a more actively managed with annual turnover of: 46.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than AWSAX: CWIEX (250) vs AWSAX (1000). CWIEX annual gain was more profitable for investors over the last year : 15.31 vs. AWSAX (10.02). CWIEX return over 5 years is better than : 50.55 vs. AWSAX (14.58).
| AWSAX | CWIEX | AWSAX / CWIEX | |
| Total Expense Ratio | 1.27 | 1.00 | 127% |
| Annual Report Gross Expense Ratio | 1.27 | 1.00 | 127% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 12.710 | 16.523 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 138B | 0% |
| Annual Yield % from dividends | 1.41 | 1.22 | 115% |
| Returns for 1 year | 10.02 | 15.31 | 65% |
| Returns for 3 years | 39.45 | 49.81 | 79% |
| Returns for 5 years | 14.58 | 50.55 | 29% |
| Returns for 10 years | 38.85 | 95.02 | 41% |
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