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AWSIX vs CWGIX
AWSIX vs CWGIX Comparison
Open Charts AWSIX vs CWGIX
Invesco Global Core Equity R5
Price$16.67
Change-$0.25 (-1.48%)
VolumeN/A
Net Assets611.77M
American Funds Capital World Gr&Inc A
Price$68.74
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
AWSIX vs CWGIX Comparison Chart
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AWSIX vs. CWGIX commentary
Jun 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 Buy and CWGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 132B vs. AWSIX (612M). AWSIX pays higher dividends than CWGIX: AWSIX (1.96) vs CWGIX (1.55). 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 : 6.36 vs. AWSIX (4.50). CWGIX return over 5 years is better than : 51.92 vs. AWSIX (21.64).
| 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 | 5.373 | 9.033 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 132B | 0% |
| Annual Yield % from dividends | 1.96 | 1.55 | 127% |
| Returns for 1 year | 4.50 | 6.36 | 71% |
| Returns for 3 years | 37.41 | 44.10 | 85% |
| Returns for 5 years | 21.64 | 51.92 | 42% |
| Returns for 10 years | 23.43 | 52.21 | 45% |
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