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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$18.06
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets635.02M
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
AWSIX vs CWGCX Comparison Chart in %
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AWSIX vs. CWGCX commentary
Oct 19, 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 Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. AWSIX (635M). AWSIX pays higher dividends than CWGCX: AWSIX (1.80) vs CWGCX (0.77). 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 : 9.93 vs. AWSIX (5.14). CWGCX return over 5 years is better than : 46.50 vs. AWSIX (14.88).
| 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 | 14.159 | 19.298 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 141B | 0% |
| Annual Yield % from dividends | 1.80 | 0.77 | 235% |
| Returns for 1 year | 5.14 | 9.93 | 52% |
| Returns for 3 years | 57.43 | 63.56 | 90% |
| Returns for 5 years | 14.88 | 46.50 | 32% |
| Returns for 10 years | 41.64 | 72.19 | 58% |
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