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AWSIX vs CWIEX
AWSIX vs CWIEX Comparison
Open Charts AWSIX vs CWIEX
Invesco Global Core Equity R5
Price$17.59
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets627.37M
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AWSIX vs CWIEX Comparison Chart in %
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AWSIX vs. CWIEX commentary
Aug 18, 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 Buy and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. AWSIX (627M). AWSIX pays higher dividends than CWIEX: AWSIX (1.88) vs CWIEX (1.25). AWSIX was incepted earlier than CWIEX: AWSIX (20 years) vs CWIEX (23 years). 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 : 11.15 vs. AWSIX (6.47). CWIEX return over 5 years is better than : 49.58 vs. AWSIX (16.44).
| AWSIX | CWIEX | AWSIX / CWIEX | |
| Total Expense Ratio | N/A | 1.00 | - |
| Annual Report Gross Expense Ratio | N/A | 1.00 | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 11.188 | 15.312 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 137B | 0% |
| Annual Yield % from dividends | 1.88 | 1.25 | 151% |
| Returns for 1 year | 6.47 | 11.15 | 58% |
| Returns for 3 years | 28.63 | 41.58 | 69% |
| Returns for 5 years | 16.44 | 49.58 | 33% |
| Returns for 10 years | 32.23 | 81.77 | 39% |