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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$16.67
Change-$0.25 (-1.48%)
VolumeN/A
Net Assets611.77M
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
AWSIX vs CWGCX Comparison Chart
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AWSIX vs. CWGCX commentary
Jun 15, 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: 132B vs. AWSIX (612M). AWSIX pays higher dividends than CWGCX: AWSIX (1.96) vs CWGCX (0.87). AWSIX was incepted earlier than CWGCX: AWSIX (20 years) vs CWGCX (24 years). 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). AWSIX annual gain was more profitable for investors over the last year : 6.07 vs. CWGCX (5.50). CWGCX return over 5 years is better than : 48.05 vs. AWSIX (23.46).
| AWSIX | CWGCX | AWSIX / CWGCX | |
| Total Expense Ratio | N/A | 1.49 | - |
| Annual Report Gross Expense Ratio | N/A | 1.49 | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 6.953 | 8.682 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 132B | 0% |
| Annual Yield % from dividends | 1.96 | 0.87 | 226% |
| Returns for 1 year | 6.07 | 5.50 | 110% |
| Returns for 3 years | 39.47 | 41.27 | 96% |
| Returns for 5 years | 23.46 | 48.05 | 49% |
| Returns for 10 years | 25.28 | 48.20 | 52% |
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