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AWSYX vs CWIEX
AWSYX vs CWIEX Comparison
Open Charts AWSYX vs CWIEX
Invesco Global Core Equity Y
Price$17.39
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets631.25M
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AWSYX vs CWIEX Comparison Chart in %
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AWSYX vs. CWIEX commentary
Sep 09, 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 AWSYX is a Hold and CWIEX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. AWSYX (631M). AWSYX pays higher dividends than CWIEX: AWSYX (1.85) vs CWIEX (1.22). AWSYX was incepted earlier than CWIEX: AWSYX (17 years) vs CWIEX (24 years). AWSYX (1.02) and CWIEX (1.00) have similar cost to investors . AWSYX is a more actively managed with annual turnover of: 46.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than AWSYX: CWIEX (250) vs AWSYX (1000). CWIEX annual gain was more profitable for investors over the last year : 12.87 vs. AWSYX (8.02). CWIEX return over 5 years is better than : 49.15 vs. AWSYX (15.85).
| AWSYX | CWIEX | AWSYX / CWIEX | |
| Total Expense Ratio | 1.02 | 1.00 | 102% |
| Annual Report Gross Expense Ratio | 1.02 | 1.00 | 102% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 12.338 | 15.997 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 138B | 0% |
| Annual Yield % from dividends | 1.85 | 1.22 | 151% |
| Returns for 1 year | 8.02 | 12.87 | 62% |
| Returns for 3 years | 43.83 | 54.44 | 80% |
| Returns for 5 years | 15.85 | 49.15 | 32% |
| Returns for 10 years | 40.50 | 94.28 | 43% |
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