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AWSYX vs WGIFX
AWSYX vs WGIFX Comparison
Open Charts AWSYX vs WGIFX
Invesco Global Core Equity Y
Price$17.39
Change+$0.14 (+0.81%)
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
AWSYX vs WGIFX Comparison Chart in %
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AWSYX 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 AWSYX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. AWSYX (631M). AWSYX pays higher dividends than WGIFX: AWSYX (1.85) vs WGIFX (1.64). AWSYX was incepted earlier than WGIFX: AWSYX (17 years) vs WGIFX (17 years). AWSYX (1.02) is less costly to investors than WGIFX (0.52). AWSYX is a more actively managed with annual turnover of: 46.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than AWSYX: WGIFX (250) vs AWSYX (1000). WGIFX annual gain was more profitable for investors over the last year : 13.44 vs. AWSYX (8.02). WGIFX return over 5 years is better than : 48.42 vs. AWSYX (15.85).
| AWSYX | WGIFX | AWSYX / WGIFX | |
| Total Expense Ratio | 1.02 | 0.52 | 196% |
| Annual Report Gross Expense Ratio | 1.02 | 0.52 | 196% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 12.338 | 16.367 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| 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 | 8.02 | 13.44 | 60% |
| Returns for 3 years | 43.83 | 55.06 | 80% |
| Returns for 5 years | 15.85 | 48.42 | 33% |
| Returns for 10 years | 40.50 | 77.16 | 52% |
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