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AWSIX vs CWGIX
AWSIX vs CWGIX Comparison
Open Charts AWSIX vs CWGIX
Invesco Global Core Equity R5
Price$17.39
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc A
Price$71.61
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AWSIX vs CWGIX Comparison Chart in %
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AWSIX vs. CWGIX commentary
Jul 06, 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 Buy and CWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 136B vs. AWSIX (625M). AWSIX pays higher dividends than CWGIX: AWSIX (1.89) vs CWGIX (1.48). AWSIX was incepted earlier than CWGIX: AWSIX (20 years) vs CWGIX (32 years). AWSIX is a more actively managed with annual turnover of: 46.00 vs. CWGIX (27.00). CWGIX has a lower initial minimum investment than AWSIX: CWGIX (250) vs AWSIX (1000000). CWGIX annual gain was more profitable for investors over the last year : 9.38 vs. AWSIX (7.62). CWGIX return over 5 years is better than : 53.11 vs. AWSIX (24.45).
| AWSIX | CWGIX | AWSIX / CWGIX | |
| Total Expense Ratio | N/A | 0.74 | - |
| Annual Report Gross Expense Ratio | N/A | 0.74 | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 9.924 | 13.586 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.89 | 1.48 | 128% |
| Returns for 1 year | 7.62 | 9.38 | 81% |
| Returns for 3 years | 36.36 | 50.30 | 72% |
| Returns for 5 years | 24.45 | 53.11 | 46% |
| Returns for 10 years | 32.09 | 63.16 | 51% |