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AWSIX vs CWGFX
AWSIX vs CWGFX Comparison
Open Charts AWSIX vs CWGFX
Invesco Global Core Equity R5
Price$16.16
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets607.22M
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AWSIX vs CWGFX Comparison Chart
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AWSIX vs. CWGFX commentary
Jan 19, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. AWSIX (607M). CWGFX pays higher dividends than AWSIX: CWGFX (1.64) vs AWSIX (0.52). AWSIX was incepted earlier than CWGFX: AWSIX (19 years) vs CWGFX (24 years). AWSIX is a more actively managed with annual turnover of: 107.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AWSIX: CWGFX (250) vs AWSIX (1000000). AWSIX annual gain was more profitable for investors over the last year : 13.43 vs. CWGFX (10.89). CWGFX return over 5 years is better than : 27.58 vs. AWSIX (3.62).
| AWSIX | CWGFX | AWSIX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 2.149 | 2.051 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 127B | 0% |
| Annual Yield % from dividends | 0.52 | 1.64 | 32% |
| Returns for 1 year | 13.43 | 10.89 | 123% |
| Returns for 3 years | 5.92 | 8.51 | 70% |
| Returns for 5 years | 3.62 | 27.58 | 13% |
| Returns for 10 years | 28.60 | 47.73 | 60% |
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