AWSIX
Price
$15.53
Change
+$0.27 (+1.77%)
Updated
Apr 24 closing price
Net Assets
558.23M
CWGCX
Price
$62.30
Change
+$0.98 (+1.60%)
Updated
Apr 24 closing price
Net Assets
119.48B
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AWSIX vs CWGCX

Header iconAWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCXBanner chart's image
Invesco Global Core Equity R5
Price$15.53
Change+$0.27 (+1.77%)
VolumeN/A
Net Assets558.23M
American Funds Capital World Gr&Inc C
Price$62.30
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
AWSIX vs CWGCX Comparison Chart
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AWSIX vs. CWGCX commentary
Apr 25, 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 AWSIX is a Buy and CWGCX is a Buy.

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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. AWSIX (558M). AWSIX pays higher dividends than CWGCX: AWSIX (2.09) vs CWGCX (0.93). AWSIX was incepted earlier than CWGCX: AWSIX (20 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AWSIX (0.97). AWSIX is a more actively managed with annual turnover of: 107.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AWSIX: CWGCX (250) vs AWSIX (1000000). CWGCX (-2.22) and AWSIX (-2.29) have marching annual gain over last year. CWGCX return over 5 years is better than : 43.13 vs. AWSIX (24.05).
AWSIXCWGCXAWSIX / CWGCX
Total Expense Ratio0.961.4964%
Annual Report Gross Expense Ratio0.971.4965%
Fund Existence20 years24 years-
Gain YTD-4.804-3.450139%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets558M119B0%
Annual Yield % from dividends2.090.93225%
Returns for 1 year-2.29-2.22103%
Returns for 3 years8.4412.8366%
Returns for 5 years24.0543.1356%
Returns for 10 years10.9028.6038%
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