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AWSIX vs WGIFX
AWSIX vs WGIFX Comparison
Open Charts AWSIX vs WGIFX
Invesco Global Core Equity R5
Price$17.86
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets631.25M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
AWSIX vs WGIFX Comparison Chart in %
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AWSIX vs. WGIFX commentary
Sep 09, 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. AWSIX (631M). AWSIX pays higher dividends than WGIFX: AWSIX (1.85) vs WGIFX (1.64). AWSIX was incepted earlier than WGIFX: AWSIX (20 years) vs WGIFX (17 years). AWSIX (0.97) is less costly to investors than WGIFX (0.52). AWSIX is a more actively managed with annual turnover of: 46.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than AWSIX: WGIFX (250) vs AWSIX (1000000). WGIFX annual gain was more profitable for investors over the last year : 13.44 vs. AWSIX (8.14). WGIFX return over 5 years is better than : 48.42 vs. AWSIX (16.61).
| AWSIX | WGIFX | AWSIX / WGIFX | |
| Total Expense Ratio | 0.97 | 0.52 | 187% |
| Annual Report Gross Expense Ratio | 0.97 | 0.52 | 187% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 12.263 | 16.367 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 138B | 0% |
| Annual Yield % from dividends | 1.85 | 1.64 | 113% |
| Returns for 1 year | 8.14 | 13.44 | 61% |
| Returns for 3 years | 44.09 | 55.06 | 80% |
| Returns for 5 years | 16.61 | 48.42 | 34% |
| Returns for 10 years | 41.64 | 77.16 | 54% |
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