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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$17.97
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets637.21M
American Funds Capital World Gr&Inc C
Price$73.92
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
AWSIX vs CWGCX Comparison Chart in %
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AWSIX vs. CWGCX commentary
Sep 18, 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 StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. AWSIX (637M). AWSIX pays higher dividends than CWGCX: AWSIX (1.85) vs CWGCX (0.82). AWSIX was incepted earlier than CWGCX: AWSIX (20 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than AWSIX (0.97). AWSIX is a more actively managed with annual turnover of: 46.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AWSIX: CWGCX (250) vs AWSIX (1000000). CWGCX annual gain was more profitable for investors over the last year : 12.47 vs. AWSIX (7.30). CWGCX return over 5 years is better than : 48.55 vs. AWSIX (17.53).
| AWSIX | CWGCX | AWSIX / CWGCX | |
| Total Expense Ratio | 0.97 | 1.49 | 65% |
| Annual Report Gross Expense Ratio | 0.97 | 1.49 | 65% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 13.654 | 18.464 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 141B | 0% |
| Annual Yield % from dividends | 1.85 | 0.82 | 226% |
| Returns for 1 year | 7.30 | 12.47 | 59% |
| Returns for 3 years | 49.53 | 55.63 | 89% |
| Returns for 5 years | 17.53 | 48.55 | 36% |
| Returns for 10 years | 44.78 | 76.02 | 59% |
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