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AWSAX vs WGIFX
AWSAX vs WGIFX Comparison
Open Charts AWSAX vs WGIFX
Invesco Global Core Equity A
Price$17.47
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets634.5M
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
AWSAX vs WGIFX Comparison Chart in %
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AWSAX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. AWSAX (635M). WGIFX pays higher dividends than AWSAX: WGIFX (1.64) vs AWSAX (1.41). AWSAX was incepted earlier than WGIFX: AWSAX (25 years) vs WGIFX (17 years). AWSAX (1.27) is less costly to investors than WGIFX (0.52). AWSAX is a more actively managed with annual turnover of: 46.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than AWSAX: WGIFX (250) vs AWSAX (1000). WGIFX annual gain was more profitable for investors over the last year : 15.88 vs. AWSAX (10.02). WGIFX return over 5 years is better than : 49.77 vs. AWSAX (14.58).
| AWSAX | WGIFX | AWSAX / WGIFX | |
| Total Expense Ratio | 1.27 | 0.52 | 244% |
| Annual Report Gross Expense Ratio | 1.27 | 0.52 | 244% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 12.710 | 16.891 | 75% |
| Front Load | 6% | N/A | - |
| 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 | 1.64 | 86% |
| Returns for 1 year | 10.02 | 15.88 | 63% |
| Returns for 3 years | 39.45 | 50.36 | 78% |
| Returns for 5 years | 14.58 | 49.77 | 29% |
| Returns for 10 years | 38.85 | 77.83 | 50% |
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