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AWSIX vs CWICX
AWSIX vs CWICX Comparison
Open Charts AWSIX vs CWICX
Invesco Global Core Equity R5
Price$17.08
Change-$1.11 (-6.10%)
VolumeN/A
Net Assets628.39M
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
AWSIX vs CWICX Comparison Chart in %
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AWSIX vs. CWICX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. AWSIX (628M). CWICX pays higher dividends than AWSIX: CWICX (0.78) vs AWSIX (0.68). 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 : 15.32 vs. AWSIX (5.39). CWICX return over 5 years is better than : 28.28 vs. AWSIX (17.02).
| 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 | 1.909 | 4.859 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 142B | 0% |
| Annual Yield % from dividends | 0.68 | 0.78 | 87% |
| Returns for 1 year | 5.39 | 15.32 | 35% |
| Returns for 3 years | 29.73 | 39.85 | 75% |
| Returns for 5 years | 17.02 | 28.28 | 60% |
| Returns for 10 years | 52.28 | 107.70 | 49% |
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