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AWSIX vs CWGIX
AWSIX vs CWGIX Comparison
Open Charts AWSIX vs CWGIX
Invesco Global Core Equity R5
Price$17.59
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets627.37M
American Funds Capital World Gr&Inc A
Price$72.82
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AWSIX vs CWGIX Comparison Chart in %
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AWSIX vs. CWGIX commentary
Aug 18, 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: 137B vs. AWSIX (627M). AWSIX pays higher dividends than CWGIX: AWSIX (1.88) 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 : 11.48 vs. AWSIX (6.47). CWGIX return over 5 years is better than : 47.70 vs. AWSIX (16.44).
| 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 | 11.188 | 15.505 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 137B | 0% |
| Annual Yield % from dividends | 1.88 | 1.48 | 127% |
| Returns for 1 year | 6.47 | 11.48 | 56% |
| Returns for 3 years | 28.63 | 41.35 | 69% |
| Returns for 5 years | 16.44 | 47.70 | 34% |
| Returns for 10 years | 32.23 | 64.61 | 50% |