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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$18.01
Change-$0.33 (-1.80%)
VolumeN/A
Net Assets628.92M
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
AWSIX vs CWGCX Comparison Chart in %
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AWSIX vs. CWGCX commentary
Nov 14, 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 StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. AWSIX (629M). AWSIX pays higher dividends than CWGCX: AWSIX (1.78) vs CWGCX (0.75). AWSIX was incepted earlier than CWGCX: AWSIX (20 years) vs CWGCX (25 years). CWGCX (1.49) is less costly to investors than AWSIX (0.97). AWSIX is a more actively managed with annual turnover of: 46.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AWSIX: CWGCX (250) vs AWSIX (1000000). CWGCX annual gain was more profitable for investors over the last year : 12.61 vs. AWSIX (5.33). CWGCX return over 5 years is better than : 41.08 vs. AWSIX (10.78).
| AWSIX | CWGCX | AWSIX / CWGCX | |
| Total Expense Ratio | 0.97 | 1.49 | 65% |
| Annual Report Gross Expense Ratio | 0.97 | 1.49 | 65% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 13.843 | 20.452 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 144B | 0% |
| Annual Yield % from dividends | 1.78 | 0.75 | 238% |
| Returns for 1 year | 5.33 | 12.61 | 42% |
| Returns for 3 years | 43.85 | 51.03 | 86% |
| Returns for 5 years | 10.78 | 41.08 | 26% |
| Returns for 10 years | 42.38 | 75.46 | 56% |
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