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AWSRX vs CWICX
AWSRX vs CWICX Comparison
Open Charts AWSRX vs CWICX
Invesco Global Core Equity R
Price$17.52
Change-$0.32 (-1.79%)
VolumeN/A
Net Assets628.92M
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
AWSRX vs CWICX Comparison Chart in %
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AWSRX vs. CWICX commentary
Nov 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: 144B vs. AWSRX (629M). AWSRX pays higher dividends than CWICX: AWSRX (1.00) vs CWICX (0.70). 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 : 14.14 vs. AWSRX (6.30). CWICX return over 5 years is better than : 45.37 vs. AWSRX (9.15).
| 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 | 15.395 | 22.596 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 144B | 0% |
| Annual Yield % from dividends | 1.00 | 0.70 | 144% |
| Returns for 1 year | 6.30 | 14.14 | 45% |
| Returns for 3 years | 42.77 | 53.48 | 80% |
| Returns for 5 years | 9.15 | 45.37 | 20% |
| Returns for 10 years | 39.45 | 94.28 | 42% |
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