Ad is loading...
AWSAX vs CWGFX
AWSAX vs CWGFX Comparison
Open Charts AWSAX vs CWGFX
Invesco Global Core Equity A
Price$14.57
Change-$0.43 (-2.87%)
VolumeN/A
Net Assets561.92M
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
AWSAX vs CWGFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSAX vs. CWGFX 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. AWSAX (562M). AWSAX (1.59) and CWGFX (1.59) have matching dividends . AWSAX was incepted earlier than CWGFX: AWSAX (24 years) vs CWGFX (24 years). AWSAX (1.27) is less costly to investors than CWGFX (0.80). AWSAX is a more actively managed with annual turnover of: 107.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AWSAX: CWGFX (250) vs AWSAX (1000). AWSAX annual gain was more profitable for investors over the last year : -1.44 vs. CWGFX (-4.10). CWGFX return over 5 years is better than : 46.64 vs. AWSAX (23.83).
| AWSAX | CWGFX | AWSAX / CWGFX | |
| Total Expense Ratio | 1.26 | 0.80 | 158% |
| Annual Report Gross Expense Ratio | 1.27 | 0.80 | 159% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -3.226 | -4.156 | 78% |
| 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 | 1.59 | 100% |
| Returns for 1 year | -1.44 | -4.10 | 35% |
| Returns for 3 years | 5.88 | 9.79 | 60% |
| Returns for 5 years | 23.83 | 46.64 | 51% |
| Returns for 10 years | 11.38 | 32.33 | 35% |
View a ticker or compare two or three
VS
VS
Ad is loading...