Interact to see
Advertisement
Advertisement
AWSIX vs CWIFX
AWSIX vs CWIFX Comparison
Open Charts AWSIX vs CWIFX
Invesco Global Core Equity R5
Price$17.86
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets631.25M
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
AWSIX vs CWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSIX 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 AWSIX is a Hold and CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. AWSIX (631M). AWSIX pays higher dividends than CWIFX: AWSIX (1.85) vs CWIFX (1.57). AWSIX was incepted earlier than CWIFX: AWSIX (20 years) vs CWIFX (23 years). AWSIX (0.97) is less costly to investors than CWIFX (0.86). AWSIX is a more actively managed with annual turnover of: 46.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than AWSIX: CWIFX (250) vs AWSIX (1000000). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. AWSIX (8.14). CWIFX return over 5 years is better than : 52.14 vs. AWSIX (16.61).
| AWSIX | CWIFX | AWSIX / CWIFX | |
| Total Expense Ratio | 0.97 | 0.86 | 113% |
| Annual Report Gross Expense Ratio | 0.97 | 0.86 | 113% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 12.263 | 16.304 | 75% |
| 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 | 1.57 | 118% |
| Returns for 1 year | 8.14 | 13.31 | 61% |
| Returns for 3 years | 44.09 | 56.25 | 78% |
| Returns for 5 years | 16.61 | 52.14 | 32% |
| Returns for 10 years | 41.64 | 102.66 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| NKN.X | 0.026348 | 0.000544 | +2.11% |
| NKN cryptocurrency | |||
| YFI.X | 5223.933600 | 49.024414 | +0.95% |
| yearn.finance cryptocurrency | |||
| QNT.X | 102.239270 | 0.311058 | +0.31% |
| Quant cryptocurrency | |||
| MITH.X | 0.000174 | N/A | +0.04% |
| Mithril cryptocurrency | |||
| USTC.X | 0.013276 | -0.000087 | -0.65% |
| TerraClassicUSD cryptocurrency | |||