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AWSIX vs WGIFX
AWSIX vs WGIFX Comparison
Open Charts AWSIX vs WGIFX
Invesco Global Core Equity R5
Price$17.59
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets627.37M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWSIX vs WGIFX Comparison Chart in %
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AWSIX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. AWSIX (627M). AWSIX pays higher dividends than WGIFX: AWSIX (1.88) vs WGIFX (1.67). AWSIX was incepted earlier than WGIFX: AWSIX (20 years) vs WGIFX (17 years). 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 : 11.69 vs. AWSIX (6.47). WGIFX return over 5 years is better than : 48.82 vs. AWSIX (16.44).
| AWSIX | WGIFX | AWSIX / WGIFX | |
| Total Expense Ratio | N/A | 0.52 | - |
| Annual Report Gross Expense Ratio | N/A | 0.52 | - |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 11.188 | 15.635 | 72% |
| Front Load | N/A | N/A | - |
| 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 | 1.67 | 112% |
| Returns for 1 year | 6.47 | 11.69 | 55% |
| Returns for 3 years | 28.63 | 42.11 | 68% |
| Returns for 5 years | 16.44 | 48.82 | 34% |
| Returns for 10 years | 32.23 | 65.73 | 49% |