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AWSAX vs CWGIX
AWSAX vs CWGIX Comparison
Open Charts AWSAX vs CWGIX
Invesco Global Core Equity A
Price$17.01
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc A
Price$71.61
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AWSAX vs CWGIX Comparison Chart in %
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AWSAX vs. CWGIX commentary
Jul 07, 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 AWSAX is a Buy and CWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 136B vs. AWSAX (625M). CWGIX (1.48) and AWSAX (1.45) have matching dividends . AWSAX was incepted earlier than CWGIX: AWSAX (25 years) vs CWGIX (32 years). AWSAX is a more actively managed with annual turnover of: 46.00 vs. CWGIX (27.00). CWGIX (6%) and AWSAX (6%) have equivalent initial investment costs. CWGIX has a lower initial minimum investment than AWSAX: CWGIX (250) vs AWSAX (1000). CWGIX annual gain was more profitable for investors over the last year : 9.38 vs. AWSAX (7.19). CWGIX return over 5 years is better than : 53.11 vs. AWSAX (21.91).
| AWSAX | CWGIX | AWSAX / CWGIX | |
| Total Expense Ratio | N/A | 0.74 | - |
| Annual Report Gross Expense Ratio | N/A | 0.74 | - |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 9.742 | 13.586 | 72% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.45 | 1.48 | 98% |
| Returns for 1 year | 7.19 | 9.38 | 77% |
| Returns for 3 years | 34.94 | 50.30 | 69% |
| Returns for 5 years | 21.91 | 53.11 | 41% |
| Returns for 10 years | 28.28 | 63.16 | 45% |
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