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AWSAX vs CWGIX
AWSAX vs CWGIX Comparison
Open Charts AWSAX vs CWGIX
Invesco Global Core Equity A
Price$17.47
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets634.5M
American Funds Capital World Gr&Inc A
Price$73.60
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
AWSAX vs CWGIX Comparison Chart in %
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AWSAX vs. CWGIX commentary
Sep 09, 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 StrongBuy and CWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 138B vs. AWSAX (635M). CWGIX (1.45) and AWSAX (1.41) have matching dividends . AWSAX was incepted earlier than CWGIX: AWSAX (25 years) vs CWGIX (32 years). AWSAX (1.27) is less costly to investors than CWGIX (0.74). 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 : 15.66 vs. AWSAX (10.02). CWGIX return over 5 years is better than : 48.65 vs. AWSAX (14.58).
| AWSAX | CWGIX | AWSAX / CWGIX | |
| Total Expense Ratio | 1.27 | 0.74 | 172% |
| Annual Report Gross Expense Ratio | 1.27 | 0.74 | 172% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 12.710 | 16.742 | 76% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 138B | 0% |
| Annual Yield % from dividends | 1.41 | 1.45 | 97% |
| Returns for 1 year | 10.02 | 15.66 | 64% |
| Returns for 3 years | 39.45 | 49.55 | 80% |
| Returns for 5 years | 14.58 | 48.65 | 30% |
| Returns for 10 years | 38.85 | 76.59 | 51% |
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