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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$17.09
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets632.14M
American Funds Capital World Gr&Inc 529C
Price$73.62
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
AWSIX vs CWICX Comparison Chart in %
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AWSIX vs. CWICX commentary
Jan 15, 2026
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 AWSIX is a Hold and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. AWSIX (632M). CWICX pays higher dividends than AWSIX: CWICX (0.82) vs AWSIX (0.69). AWSIX was incepted earlier than CWICX: AWSIX (20 years) vs CWICX (24 years). CWICX (1.53) is less costly to investors than AWSIX (0.97). AWSIX is a more actively managed with annual turnover of: 46.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AWSIX: CWICX (250) vs AWSIX (1000000). CWICX annual gain was more profitable for investors over the last year : 17.96 vs. AWSIX (8.92). CWICX return over 5 years is better than : 28.86 vs. AWSIX (20.15).
| AWSIX | CWICX | AWSIX / CWICX | |
| Total Expense Ratio | 0.97 | 1.53 | 63% |
| Annual Report Gross Expense Ratio | 0.97 | 1.53 | 63% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 1.969 | 3.690 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 142B | 0% |
| Annual Yield % from dividends | 0.69 | 0.82 | 84% |
| Returns for 1 year | 8.92 | 17.96 | 50% |
| Returns for 3 years | 34.66 | 40.10 | 86% |
| Returns for 5 years | 20.15 | 28.86 | 70% |
| Returns for 10 years | 53.12 | 106.90 | 50% |
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