CGRWX vs. MSIGX
Compare and contrast key facts about Invesco Comstock Select Fund (CGRWX) and Invesco Main Street Fund (MSIGX).
CGRWX is managed by Invesco. It was launched on Sep 16, 1985. MSIGX is managed by Invesco. It was launched on Feb 3, 1988.
Performance
CGRWX vs. MSIGX - Performance Comparison
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CGRWX vs. MSIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGRWX Invesco Comstock Select Fund | -1.07% | 18.61% | 11.95% | 12.17% | 3.29% | 30.12% | -0.34% | 27.31% | -11.40% | 15.95% |
MSIGX Invesco Main Street Fund | -6.99% | 16.02% | 23.66% | 23.06% | -20.21% | 27.37% | 14.41% | 22.49% | -8.25% | 16.79% |
Returns By Period
In the year-to-date period, CGRWX achieves a -1.07% return, which is significantly higher than MSIGX's -6.99% return. Over the past 10 years, CGRWX has outperformed MSIGX with an annualized return of 11.27%, while MSIGX has yielded a comparatively lower 10.63% annualized return.
CGRWX
- 1D
- 2.53%
- 1M
- -5.39%
- YTD
- -1.07%
- 6M
- 4.36%
- 1Y
- 15.49%
- 3Y*
- 13.22%
- 5Y*
- 10.88%
- 10Y*
- 11.27%
MSIGX
- 1D
- 2.90%
- 1M
- -5.77%
- YTD
- -6.99%
- 6M
- -5.96%
- 1Y
- 12.31%
- 3Y*
- 15.27%
- 5Y*
- 8.87%
- 10Y*
- 10.63%
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CGRWX vs. MSIGX - Expense Ratio Comparison
CGRWX has a 0.92% expense ratio, which is higher than MSIGX's 0.82% expense ratio.
Return for Risk
CGRWX vs. MSIGX — Risk / Return Rank
CGRWX
MSIGX
CGRWX vs. MSIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Select Fund (CGRWX) and Invesco Main Street Fund (MSIGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CGRWX | MSIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.77 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.26 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.31 | +0.48 |
Martin ratioReturn relative to average drawdown | 2.90 | 1.22 | +1.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CGRWX | MSIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.77 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.54 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.60 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.63 | -0.01 |
Correlation
The correlation between CGRWX and MSIGX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CGRWX vs. MSIGX - Dividend Comparison
CGRWX's dividend yield for the trailing twelve months is around 13.65%, more than MSIGX's 8.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGRWX Invesco Comstock Select Fund | 13.65% | 13.46% | 16.99% | 5.10% | 16.87% | 5.35% | 2.33% | 27.71% | 15.07% | 5.43% | 1.56% | 1.20% |
MSIGX Invesco Main Street Fund | 8.06% | 7.50% | 6.06% | 7.40% | 4.68% | 19.19% | 3.17% | 0.89% | 19.62% | 7.50% | 2.96% | 13.79% |
Drawdowns
CGRWX vs. MSIGX - Drawdown Comparison
The maximum CGRWX drawdown since its inception was -58.28%, roughly equal to the maximum MSIGX drawdown of -57.22%. Use the drawdown chart below to compare losses from any high point for CGRWX and MSIGX.
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Drawdown Indicators
| CGRWX | MSIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.28% | -57.22% | -1.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -11.78% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -26.73% | +1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -45.23% | -35.41% | -9.82% |
Current DrawdownCurrent decline from peak | -7.38% | -8.38% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -8.38% | -9.03% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 4.27% | -0.08% |
Volatility
CGRWX vs. MSIGX - Volatility Comparison
The current volatility for Invesco Comstock Select Fund (CGRWX) is 4.50%, while Invesco Main Street Fund (MSIGX) has a volatility of 5.28%. This indicates that CGRWX experiences smaller price fluctuations and is considered to be less risky than MSIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGRWX | MSIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 5.28% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 9.48% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.62% | 18.55% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 16.92% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.68% | 17.87% | +2.81% |