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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$17.63
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets613.91M
American Funds Capital World Gr&Inc C
Price$73.76
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AWSIX vs CWGCX Comparison Chart in %
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AWSIX vs. CWGCX commentary
Nov 20, 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 Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 139B vs. AWSIX (614M). AWSIX pays higher dividends than CWGCX: AWSIX (1.78) vs CWGCX (0.75). 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 : 11.34 vs. AWSIX (4.66). CWGCX return over 5 years is better than : 37.86 vs. AWSIX (8.95).
| 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 | 11.441 | 18.208 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 614M | 139B | 0% |
| Annual Yield % from dividends | 1.78 | 0.75 | 238% |
| Returns for 1 year | 4.66 | 11.34 | 41% |
| Returns for 3 years | 41.37 | 47.64 | 87% |
| Returns for 5 years | 8.95 | 37.86 | 24% |
| Returns for 10 years | 37.28 | 69.11 | 54% |
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