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AWSIX vs CWGFX
AWSIX vs CWGFX Comparison
Open Charts AWSIX vs CWGFX
Invesco Global Core Equity R5
Price$15.13
Change-$0.56 (-3.57%)
VolumeN/A
Net Assets576.7M
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
AWSIX vs CWGFX Comparison Chart
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AWSIX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. AWSIX (577M). AWSIX pays higher dividends than CWGFX: AWSIX (2.09) vs CWGFX (1.59). AWSIX was incepted earlier than CWGFX: AWSIX (19 years) vs CWGFX (24 years). AWSIX (0.97) is less costly to investors than CWGFX (0.80). 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 : 0.58 vs. CWGFX (0.19). CWGFX return over 5 years is better than : 68.06 vs. AWSIX (44.55).
| AWSIX | CWGFX | AWSIX / CWGFX | |
| Total Expense Ratio | 0.96 | 0.80 | 120% |
| Annual Report Gross Expense Ratio | 0.97 | 0.80 | 121% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -0.822 | 0.845 | -97% |
| 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 | 1.59 | 131% |
| Returns for 1 year | 0.58 | 0.19 | 307% |
| Returns for 3 years | 5.80 | 11.40 | 51% |
| Returns for 5 years | 44.55 | 68.06 | 65% |
| Returns for 10 years | 17.62 | 40.90 | 43% |
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