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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$18.28
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets641.86M
American Funds Capital World Gr&Inc C
Price$75.35
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
AWSIX vs CWGCX Comparison Chart in %
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AWSIX vs. CWGCX commentary
Oct 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 AWSIX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. AWSIX (642M). AWSIX pays higher dividends than CWGCX: AWSIX (1.80) vs CWGCX (0.77). 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 : 11.91 vs. AWSIX (7.24). CWGCX return over 5 years is better than : 47.64 vs. AWSIX (15.42).
| 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 | 15.044 | 20.756 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 142B | 0% |
| Annual Yield % from dividends | 1.80 | 0.77 | 235% |
| Returns for 1 year | 7.24 | 11.91 | 61% |
| Returns for 3 years | 60.69 | 66.77 | 91% |
| Returns for 5 years | 15.42 | 47.64 | 32% |
| Returns for 10 years | 42.43 | 74.73 | 57% |
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