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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$17.59
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets627.37M
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWSIX vs CWGCX Comparison Chart in %
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AWSIX vs. CWGCX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. AWSIX (627M). AWSIX pays higher dividends than CWGCX: AWSIX (1.88) vs CWGCX (0.84). 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 : 10.57 vs. AWSIX (6.47). CWGCX return over 5 years is better than : 43.67 vs. AWSIX (16.44).
| 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 | 11.188 | 14.975 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 137B | 0% |
| Annual Yield % from dividends | 1.88 | 0.84 | 226% |
| Returns for 1 year | 6.47 | 10.57 | 61% |
| Returns for 3 years | 28.63 | 38.58 | 74% |
| Returns for 5 years | 16.44 | 43.67 | 38% |
| Returns for 10 years | 32.23 | 59.96 | 54% |
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