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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$17.90
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets636.43M
American Funds Capital World Gr&Inc 529C
Price$76.72
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
AWSRX vs CWICX Comparison Chart in %
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AWSRX vs. CWICX commentary
Dec 14, 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 StrongBuy and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. AWSRX (636M). AWSRX pays higher dividends than CWICX: AWSRX (1.01) vs CWICX (0.69). 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 : 13.27 vs. AWSRX (5.48). CWICX return over 5 years is better than : 41.58 vs. AWSRX (6.39).
| 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 | 15.783 | 23.789 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 142B | 0% |
| Annual Yield % from dividends | 1.01 | 0.69 | 146% |
| Returns for 1 year | 5.48 | 13.27 | 41% |
| Returns for 3 years | 41.02 | 52.12 | 79% |
| Returns for 5 years | 6.39 | 41.58 | 15% |
| Returns for 10 years | 44.24 | 100.04 | 44% |
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