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AWSIX vs CWGFX
AWSIX vs CWGFX Comparison
Open Charts AWSIX vs CWGFX
Invesco Global Core Equity R5
Price$15.53
Change+$0.27 (+1.77%)
VolumeN/A
Net Assets558.23M
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
AWSIX vs CWGFX Comparison Chart
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AWSIX vs. CWGFX commentary
Apr 25, 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: 119B vs. AWSIX (558M). AWSIX pays higher dividends than CWGFX: AWSIX (2.09) vs CWGFX (1.59). AWSIX was incepted earlier than CWGFX: AWSIX (20 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). CWGFX annual gain was more profitable for investors over the last year : -1.52 vs. AWSIX (-2.29). CWGFX return over 5 years is better than : 46.51 vs. AWSIX (24.05).
| AWSIX | CWGFX | AWSIX / CWGFX | |
| Total Expense Ratio | 0.96 | 0.80 | 120% |
| Annual Report Gross Expense Ratio | 0.97 | 0.80 | 121% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -4.804 | -3.269 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 119B | 0% |
| Annual Yield % from dividends | 2.09 | 1.59 | 131% |
| Returns for 1 year | -2.29 | -1.52 | 151% |
| Returns for 3 years | 8.44 | 14.67 | 58% |
| Returns for 5 years | 24.05 | 46.51 | 52% |
| Returns for 10 years | 10.90 | 31.67 | 34% |
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