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AWSIX vs CWIEX
AWSIX vs CWIEX Comparison
Open Charts AWSIX vs CWIEX
Invesco Global Core Equity R5
Price$17.86
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets631.25M
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
AWSIX vs CWIEX Comparison Chart in %
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AWSIX 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 AWSIX is a Hold and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. AWSIX (631M). AWSIX pays higher dividends than CWIEX: AWSIX (1.85) vs CWIEX (1.22). AWSIX was incepted earlier than CWIEX: AWSIX (20 years) vs CWIEX (24 years). CWIEX (1.00) and AWSIX (0.97) have similar cost to investors . AWSIX is a more actively managed with annual turnover of: 46.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than AWSIX: CWIEX (250) vs AWSIX (1000000). CWIEX annual gain was more profitable for investors over the last year : 12.87 vs. AWSIX (8.14). CWIEX return over 5 years is better than : 49.15 vs. AWSIX (16.61).
| AWSIX | CWIEX | AWSIX / CWIEX | |
| Total Expense Ratio | 0.97 | 1.00 | 97% |
| Annual Report Gross Expense Ratio | 0.97 | 1.00 | 97% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 12.263 | 15.997 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 138B | 0% |
| Annual Yield % from dividends | 1.85 | 1.22 | 151% |
| Returns for 1 year | 8.14 | 12.87 | 63% |
| Returns for 3 years | 44.09 | 54.44 | 81% |
| Returns for 5 years | 16.61 | 49.15 | 34% |
| Returns for 10 years | 41.64 | 94.28 | 44% |
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