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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$17.50
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets625.79M
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
AWSIX vs CWGCX Comparison Chart in %
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AWSIX vs. CWGCX commentary
Jul 26, 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: 137B vs. AWSIX (626M). AWSIX pays higher dividends than CWGCX: AWSIX (1.89) vs CWGCX (0.83). 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). CWGCX annual gain was more profitable for investors over the last year : 12.91 vs. AWSIX (8.64). CWGCX return over 5 years is better than : 47.25 vs. AWSIX (20.70).
| 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 | 10.493 | 14.559 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 137B | 0% |
| Annual Yield % from dividends | 1.89 | 0.83 | 227% |
| Returns for 1 year | 8.64 | 12.91 | 67% |
| Returns for 3 years | 37.38 | 48.13 | 78% |
| Returns for 5 years | 20.70 | 47.25 | 44% |
| Returns for 10 years | 31.40 | 58.80 | 53% |