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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$15.13
Change-$0.56 (-3.57%)
VolumeN/A
Net Assets576.7M
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
AWSIX vs CWGCX Comparison Chart
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AWSIX vs. CWGCX commentary
Apr 04, 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: 123B vs. AWSIX (577M). AWSIX pays higher dividends than CWGCX: AWSIX (2.09) vs CWGCX (0.93). AWSIX was incepted earlier than CWGCX: AWSIX (19 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AWSIX (0.97). 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 : 0.58 vs. CWGCX (-0.53). CWGCX return over 5 years is better than : 64.18 vs. AWSIX (44.55).
| AWSIX | CWGCX | AWSIX / CWGCX | |
| Total Expense Ratio | 0.96 | 1.49 | 64% |
| Annual Report Gross Expense Ratio | 0.97 | 1.49 | 65% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -0.822 | 0.700 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 123B | 0% |
| Annual Yield % from dividends | 2.09 | 0.93 | 225% |
| Returns for 1 year | 0.58 | -0.53 | -109% |
| Returns for 3 years | 5.80 | 9.63 | 60% |
| Returns for 5 years | 44.55 | 64.18 | 69% |
| Returns for 10 years | 17.62 | 37.61 | 47% |
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