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AWSAX vs CWGCX
AWSAX vs CWGCX Comparison
Open Charts AWSAX vs CWGCX
Invesco Global Core Equity A
Price$16.32
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets602.5M
American Funds Capital World Gr&Inc C
Price$67.59
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets130.16B
AWSAX vs CWGCX Comparison Chart
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AWSAX vs. CWGCX commentary
Jun 04, 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 AWSAX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 130B vs. AWSAX (602M). AWSAX pays higher dividends than CWGCX: AWSAX (1.50) vs CWGCX (0.87). AWSAX was incepted earlier than CWGCX: AWSAX (24 years) vs CWGCX (24 years). AWSAX is a more actively managed with annual turnover of: 46.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AWSAX: CWGCX (250) vs AWSAX (1000). CWGCX annual gain was more profitable for investors over the last year : 6.00 vs. AWSAX (5.68). CWGCX return over 5 years is better than : 44.08 vs. AWSAX (15.96).
| AWSAX | CWGCX | AWSAX / CWGCX | |
| Total Expense Ratio | N/A | 1.49 | - |
| Annual Report Gross Expense Ratio | N/A | 1.49 | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 4.968 | 7.865 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 130B | 0% |
| Annual Yield % from dividends | 1.50 | 0.87 | 172% |
| Returns for 1 year | 5.68 | 6.00 | 95% |
| Returns for 3 years | 24.23 | 27.14 | 89% |
| Returns for 5 years | 15.96 | 44.08 | 36% |
| Returns for 10 years | 20.14 | 47.31 | 43% |
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