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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$16.55
Change-$1.15 (-6.50%)
VolumeN/A
Net Assets628.39M
American Funds Capital World Gr&Inc 529C
Price$74.45
Change-$1.10 (-1.46%)
VolumeN/A
Net Assets142.37B
AWSRX vs CWICX Comparison Chart in %
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AWSRX vs. CWICX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. AWSRX (628M). CWICX pays higher dividends than AWSRX: CWICX (0.78) vs AWSRX (0.70). AWSRX was incepted earlier than CWICX: AWSRX (15 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 : 15.32 vs. AWSRX (4.58). CWICX return over 5 years is better than : 28.28 vs. AWSRX (13.26).
| AWSRX | CWICX | AWSRX / CWICX | |
| Total Expense Ratio | 1.52 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.52 | 1.53 | 99% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 1.846 | 4.859 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 142B | 0% |
| Annual Yield % from dividends | 0.70 | 0.78 | 89% |
| Returns for 1 year | 4.58 | 15.32 | 30% |
| Returns for 3 years | 27.17 | 39.85 | 68% |
| Returns for 5 years | 13.26 | 28.28 | 47% |
| Returns for 10 years | 43.76 | 107.70 | 41% |
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