Ad is loading...
AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$16.16
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets607.22M
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
AWSIX vs CWGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSIX vs. CWGCX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 127B vs. AWSIX (607M). CWGCX pays higher dividends than AWSIX: CWGCX (1.04) vs AWSIX (0.52). AWSIX was incepted earlier than CWGCX: AWSIX (19 years) vs CWGCX (24 years). 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). AWSIX annual gain was more profitable for investors over the last year : 13.43 vs. CWGCX (10.07). CWGCX return over 5 years is better than : 24.90 vs. AWSIX (3.62).
| AWSIX | CWGCX | AWSIX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 2.149 | 2.024 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 127B | 0% |
| Annual Yield % from dividends | 0.52 | 1.04 | 50% |
| Returns for 1 year | 13.43 | 10.07 | 133% |
| Returns for 3 years | 5.92 | 6.96 | 85% |
| Returns for 5 years | 3.62 | 24.90 | 15% |
| Returns for 10 years | 28.60 | 44.49 | 64% |