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AWSRX vs WGIFX
AWSRX vs WGIFX Comparison
Open Charts AWSRX vs WGIFX
Invesco Global Core Equity R
Price$17.14
Change-$0.03 (-0.17%)
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
AWSRX vs WGIFX Comparison Chart in %
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AWSRX 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 AWSRX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. AWSRX (627M). WGIFX pays higher dividends than AWSRX: WGIFX (1.67) vs AWSRX (1.06). AWSRX was incepted earlier than WGIFX: AWSRX (14 years) vs WGIFX (17 years). AWSRX is a more actively managed with annual turnover of: 46.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than AWSRX: WGIFX (250) vs AWSRX (1000). WGIFX annual gain was more profitable for investors over the last year : 11.69 vs. AWSRX (5.81). WGIFX return over 5 years is better than : 48.82 vs. AWSRX (12.66).
| AWSRX | WGIFX | AWSRX / WGIFX | |
| Total Expense Ratio | N/A | 0.52 | - |
| Annual Report Gross Expense Ratio | N/A | 0.52 | - |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 10.867 | 15.635 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 137B | 0% |
| Annual Yield % from dividends | 1.06 | 1.67 | 63% |
| Returns for 1 year | 5.81 | 11.69 | 50% |
| Returns for 3 years | 26.37 | 42.11 | 63% |
| Returns for 5 years | 12.66 | 48.82 | 26% |
| Returns for 10 years | 25.87 | 65.73 | 39% |