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AWSAX vs CWIFX
AWSAX vs CWIFX Comparison
Open Charts AWSAX vs CWIFX
Invesco Global Core Equity A
Price$17.47
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets634.5M
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
AWSAX vs CWIFX Comparison Chart in %
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AWSAX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. AWSAX (635M). CWIFX pays higher dividends than AWSAX: CWIFX (1.57) vs AWSAX (1.41). AWSAX was incepted earlier than CWIFX: AWSAX (25 years) vs CWIFX (23 years). AWSAX (1.27) is less costly to investors than CWIFX (0.86). AWSAX is a more actively managed with annual turnover of: 46.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than AWSAX: CWIFX (250) vs AWSAX (1000). CWIFX annual gain was more profitable for investors over the last year : 15.74 vs. AWSAX (10.02). CWIFX return over 5 years is better than : 53.52 vs. AWSAX (14.58).
| AWSAX | CWIFX | AWSAX / CWIFX | |
| Total Expense Ratio | 1.27 | 0.86 | 148% |
| Annual Report Gross Expense Ratio | 1.27 | 0.86 | 148% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 12.710 | 16.830 | 76% |
| 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 | 1.57 | 90% |
| Returns for 1 year | 10.02 | 15.74 | 64% |
| Returns for 3 years | 39.45 | 51.54 | 77% |
| Returns for 5 years | 14.58 | 53.52 | 27% |
| Returns for 10 years | 38.85 | 103.39 | 38% |
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