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AWSIX vs CWGCX
AWSIX vs CWGCX Comparison
Open Charts AWSIX vs CWGCX
Invesco Global Core Equity R5
Price$17.09
Change-$0.08 (-0.47%)
VolumeN/A
Net Assets632.14M
American Funds Capital World Gr&Inc C
Price$73.10
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
AWSIX vs CWGCX Comparison Chart in %
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AWSIX vs. CWGCX commentary
Jan 15, 2026
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: 142B vs. AWSIX (632M). CWGCX pays higher dividends than AWSIX: CWGCX (0.87) vs AWSIX (0.69). 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 : 17.93 vs. AWSIX (8.92). CWGCX return over 5 years is better than : 27.36 vs. AWSIX (20.15).
| 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 | 1.969 | 3.703 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 142B | 0% |
| Annual Yield % from dividends | 0.69 | 0.87 | 79% |
| Returns for 1 year | 8.92 | 17.93 | 50% |
| Returns for 3 years | 34.66 | 40.18 | 86% |
| Returns for 5 years | 20.15 | 27.36 | 74% |
| Returns for 10 years | 53.12 | 93.22 | 57% |
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