Interact to see
Advertisement
Advertisement
AWSSX vs CWICX
AWSSX vs CWICX Comparison
Open Charts AWSSX vs CWICX
Invesco Global Core Equity R6
Price$16.68
Change-$0.25 (-1.48%)
VolumeN/A
Net Assets601.85M
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AWSSX vs CWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSSX vs. CWICX commentary
Jun 16, 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 AWSSX is a Buy and CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. AWSSX (602M). AWSSX pays higher dividends than CWICX: AWSSX (2.09) vs CWICX (0.82). AWSSX was incepted earlier than CWICX: AWSSX (8 years) vs CWICX (23 years). AWSSX is a more actively managed with annual turnover of: 46.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AWSSX: CWICX (250) vs AWSSX (1000000). CWICX annual gain was more profitable for investors over the last year : 5.51 vs. AWSSX (4.57). CWICX return over 5 years is better than : 50.44 vs. AWSSX (22.18).
| AWSSX | CWICX | AWSSX / CWICX | |
| Total Expense Ratio | N/A | 1.53 | - |
| Annual Report Gross Expense Ratio | N/A | 1.53 | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 5.436 | 8.650 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 131B | 0% |
| Annual Yield % from dividends | 2.09 | 0.82 | 256% |
| Returns for 1 year | 4.57 | 5.51 | 83% |
| Returns for 3 years | 37.66 | 42.05 | 90% |
| Returns for 5 years | 22.18 | 50.44 | 44% |
| Returns for 10 years | N/A | 60.69 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FRESX | 39.49 | -0.34 | -0.85% |
| Fidelity Real Estate Investment Port | |||
| SPIIX | 96.92 | -1.09 | -1.11% |
| SEI S&P 500 Index I (SIMT) | |||
| CNGAX | 63.33 | -0.88 | -1.37% |
| American Funds New Economy 529A | |||
| LMVVX | 26.63 | -0.53 | -1.95% |
| Lord Abbett Focused Small Cap Value R5 | |||
| BRSVX | 33.49 | -0.70 | -2.05% |
| Bridgeway Small-Cap Value | |||