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AWSAX vs CWGCX
AWSAX vs CWGCX Comparison
Open Charts AWSAX vs CWGCX
Invesco Global Core Equity A
Price$14.57
Change-$0.43 (-2.87%)
VolumeN/A
Net Assets561.92M
American Funds Capital World Gr&Inc C
Price$58.98
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
AWSAX vs CWGCX Comparison Chart
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AWSAX vs. CWGCX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. AWSAX (562M). AWSAX pays higher dividends than CWGCX: AWSAX (1.59) vs CWGCX (0.93). AWSAX was incepted earlier than CWGCX: AWSAX (24 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AWSAX (1.27). AWSAX is a more actively managed with annual turnover of: 107.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AWSAX: CWGCX (250) vs AWSAX (1000). AWSAX annual gain was more profitable for investors over the last year : -1.44 vs. CWGCX (-4.78). CWGCX return over 5 years is better than : 43.23 vs. AWSAX (23.83).
| AWSAX | CWGCX | AWSAX / CWGCX | |
| Total Expense Ratio | 1.26 | 1.49 | 85% |
| Annual Report Gross Expense Ratio | 1.27 | 1.49 | 85% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -3.226 | -4.311 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 117B | 0% |
| Annual Yield % from dividends | 1.59 | 0.93 | 171% |
| Returns for 1 year | -1.44 | -4.78 | 30% |
| Returns for 3 years | 5.88 | 8.04 | 73% |
| Returns for 5 years | 23.83 | 43.23 | 55% |
| Returns for 10 years | 11.38 | 29.23 | 39% |
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