Interact to see
Advertisement
Advertisement
AWSYX vs CWIFX
AWSYX vs CWIFX Comparison
Open Charts AWSYX vs CWIFX
Invesco Global Core Equity Y
Price$17.39
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets631.25M
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
AWSYX vs CWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWSYX vs. CWIFX 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 CWIFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. AWSYX (631M). AWSYX pays higher dividends than CWIFX: AWSYX (1.85) vs CWIFX (1.57). AWSYX was incepted earlier than CWIFX: AWSYX (17 years) vs CWIFX (23 years). AWSYX (1.02) is less costly to investors than CWIFX (0.86). AWSYX is a more actively managed with annual turnover of: 46.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than AWSYX: CWIFX (250) vs AWSYX (1000). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. AWSYX (8.02). CWIFX return over 5 years is better than : 52.14 vs. AWSYX (15.85).
| AWSYX | CWIFX | AWSYX / CWIFX | |
| Total Expense Ratio | 1.02 | 0.86 | 119% |
| Annual Report Gross Expense Ratio | 1.02 | 0.86 | 119% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.338 | 16.304 | 76% |
| 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 | 1.57 | 118% |
| Returns for 1 year | 8.02 | 13.31 | 60% |
| Returns for 3 years | 43.83 | 56.25 | 78% |
| Returns for 5 years | 15.85 | 52.14 | 30% |
| Returns for 10 years | 40.50 | 102.66 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement