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AWSRX vs CWIAX
AWSRX vs CWIAX Comparison
Open Charts AWSRX vs CWIAX
Invesco Global Core Equity R
Price$16.94
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AWSRX vs CWIAX Comparison Chart in %
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AWSRX vs. CWIAX commentary
Jul 07, 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 AWSRX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. AWSRX (625M). CWIAX pays higher dividends than AWSRX: CWIAX (1.46) vs AWSRX (1.06). AWSRX was incepted earlier than CWIAX: AWSRX (14 years) vs CWIAX (23 years). AWSRX is a more actively managed with annual turnover of: 46.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than AWSRX: CWIAX (250) vs AWSRX (1000). CWIAX annual gain was more profitable for investors over the last year : 9.32 vs. AWSRX (6.86). CWIAX return over 5 years is better than : 56.88 vs. AWSRX (20.36).
| AWSRX | CWIAX | AWSRX / CWIAX | |
| Total Expense Ratio | N/A | 0.78 | - |
| Annual Report Gross Expense Ratio | N/A | 0.78 | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.573 | 13.573 | 71% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.06 | 1.46 | 73% |
| Returns for 1 year | 6.86 | 9.32 | 74% |
| Returns for 3 years | 33.77 | 51.64 | 65% |
| Returns for 5 years | 20.36 | 56.88 | 36% |
| Returns for 10 years | 25.55 | 84.28 | 30% |
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