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AWSIX vs CWGFX
AWSIX vs CWGFX Comparison
Open Charts AWSIX vs CWGFX
Invesco Global Core Equity R5
Price$16.50
Change-$0.25 (-1.49%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$64.50
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
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AWSIX vs CWGFX Comparison Chart
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AWSIX vs. CWGFX commentary
Sep 08, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. AWSIX (601M). 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 : 21.28 vs. CWGFX (17.25). CWGFX return over 5 years is better than : 40.69 vs. AWSIX (18.14).
| 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 | 14.334 | 10.290 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 121B | 0% |
| Annual Yield % from dividends | 0.52 | 1.64 | 32% |
| Returns for 1 year | 21.28 | 17.25 | 123% |
| Returns for 3 years | -0.84 | 1.53 | -55% |
| Returns for 5 years | 18.14 | 40.69 | 45% |
| Returns for 10 years | 11.73 | 45.42 | 26% |
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