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AWSIX vs CWGFX
AWSIX vs CWGFX Comparison
Open Charts AWSIX vs CWGFX
Invesco Global Core Equity R5
Price$17.10
Change-$0.26 (-1.50%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
AWSIX vs CWGFX Comparison Chart
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AWSIX vs. CWGFX commentary
Nov 18, 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 Buy and CWGFX is a Sell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. AWSIX (610M). 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 (19.02). CWGFX return over 5 years is better than : 38.62 vs. AWSIX (14.90).
| 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 | 16.724 | 13.044 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 125B | 0% |
| Annual Yield % from dividends | 0.52 | 1.64 | 32% |
| Returns for 1 year | 21.28 | 19.02 | 112% |
| Returns for 3 years | -0.21 | 3.12 | -7% |
| Returns for 5 years | 14.90 | 38.62 | 39% |
| Returns for 10 years | 16.07 | 49.28 | 33% |
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