Ad is loading...
AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$15.84
Change-$0.42 (-2.58%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc C
Price$62.86
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
AWSIX vs CWGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSIX vs. CWGCX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 121B vs. AWSIX (624M). 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 : 14.29 vs. CWGCX (11.39). CWGCX return over 5 years is better than : 29.79 vs. AWSIX (7.37).
| 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 | 13.201 | 9.830 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 121B | 1% |
| Annual Yield % from dividends | 0.52 | 1.04 | 50% |
| Returns for 1 year | 14.29 | 11.39 | 126% |
| Returns for 3 years | 5.24 | 8.48 | 62% |
| Returns for 5 years | 7.37 | 29.79 | 25% |
| Returns for 10 years | 27.07 | 44.61 | 61% |
View a ticker or compare two or three
VS
VS
Ad is loading...