Interact to see
Advertisement
Advertisement
AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$17.57
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets635.02M
American Funds Capital World Gr&Inc 529C
Price$74.92
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
AWSRX vs CWICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSRX vs. CWICX commentary
Oct 19, 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 Hold and CWICX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. AWSRX (635M). AWSRX pays higher dividends than CWICX: AWSRX (1.01) vs CWICX (0.71). AWSRX was incepted earlier than CWICX: AWSRX (14 years) vs CWICX (24 years). CWICX (1.53) and AWSRX (1.52) have similar cost to investors . AWSRX is a more actively managed with annual turnover of: 46.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AWSRX: CWICX (250) vs AWSRX (1000). CWICX annual gain was more profitable for investors over the last year : 9.93 vs. AWSRX (4.38). CWICX return over 5 years is better than : 48.22 vs. AWSRX (11.11).
| AWSRX | CWICX | AWSRX / CWICX | |
| Total Expense Ratio | 1.52 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.52 | 1.53 | 99% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 13.648 | 19.238 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 141B | 0% |
| Annual Yield % from dividends | 1.01 | 0.71 | 142% |
| Returns for 1 year | 4.38 | 9.93 | 44% |
| Returns for 3 years | 54.55 | 64.13 | 85% |
| Returns for 5 years | 11.11 | 48.22 | 23% |
| Returns for 10 years | 34.72 | 85.05 | 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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HYXF | 47.32 | 0.17 | +0.36% |
| iShares ESG Advanced Hi Yld Corp Bd ETF | |||
| PBJL | 29.38 | 0.08 | +0.28% |
| PGIM S&P 500 Buffer 20 ETF - Jul | |||
| XFIX | 52.12 | N/A | N/A |
| F/m Opportunistic Income ETF | |||
| IWP | 141.20 | -0.01 | -0.01% |
| iShares Russell Mid-Cap Growth ETF | |||
| GWX | 40.16 | -0.09 | -0.22% |
| SPDR® S&P® International Small Cap ETF | |||