Invesco Global Core Equity Fund (AWSAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AWSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AWSAX
AWSAX charges 1.22% annually. There are 197 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | AWSAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | AWSAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | AWSAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | AWSAX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | AWSAX vs VTWAX |
Best Risk-Adjusted Alternatives to AWSAX
AWSAX has a PortfoliosLab risk / return rank of 29. There are 156 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | AWSAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | AWSAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | AWSAX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | AWSAX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | AWSAX vs PGVFX |
Top Performing AWSAX Alternatives (YTD)
AWSAX is at 9.18% YTD. There are 146 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | AWSAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | AWSAX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | AWSAX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | AWSAX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | AWSAX vs YFSNX |
Lowest Volatility Alternatives to AWSAX
AWSAX has 12.79% 1-year volatility. There are 68 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | AWSAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | AWSAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | AWSAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | AWSAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | AWSAX vs SGMAX |
Lowest Drawdown Alternatives to AWSAX
AWSAX has a 1-year max drawdown of -10.11%. There are 98 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | AWSAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | AWSAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | AWSAX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | AWSAX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | AWSAX vs CSUAX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 59 | 18.33% | — | Oct 2020 | AWSAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 44 | 12.58% | — | — | AWSAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 12 | 8.27% | — | Jun 2005 | AWSAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 25 | -10.19% | — | Jul 1983 | AWSAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 20.03% | — | Jun 2001 | AWSAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 68 | 12.28% | — | Oct 1968 | AWSAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 35 | 7.85% | — | Feb 1988 | AWSAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 79 | 27.70% | — | Jun 1999 | AWSAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 66 | 7.57% | — | Aug 1960 | AWSAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 19 | 8.22% | — | Dec 1969 | AWSAX vs OPPAX |
Often Compared With AWSAX
Investors most often compare AWSAX with FTEC, AIIEX, MVGIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare AWSAX with Any Fund or Stock
Compare AWSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AWSAX with funds that move differently
Invesco Global Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AWSAX.
Explore AWSAX Diversifiers