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AWSRX vs CWGCX
AWSRX vs CWGCX Comparison
Open Charts AWSRX vs CWGCX
Invesco Global Core Equity R
Price$15.94
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets597.05M
American Funds Capital World Gr&Inc C
Price$66.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.47B
AWSRX vs CWGCX Comparison Chart
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AWSRX vs. CWGCX commentary
May 24, 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 AWSRX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. AWSRX (597M). AWSRX pays higher dividends than CWGCX: AWSRX (1.16) vs CWGCX (0.92). AWSRX was incepted earlier than CWGCX: AWSRX (14 years) vs CWGCX (24 years). AWSRX is a more actively managed with annual turnover of: 46.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AWSRX: CWGCX (250) vs AWSRX (1000). CWGCX (2.67) and AWSRX (2.65) have marching annual gain over last year. CWGCX return over 5 years is better than : 50.69 vs. AWSRX (24.30).
| AWSRX | CWGCX | AWSRX / CWGCX | |
| Total Expense Ratio | N/A | 1.49 | - |
| Annual Report Gross Expense Ratio | N/A | 1.49 | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.687 | 5.615 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 128B | 0% |
| Annual Yield % from dividends | 1.16 | 0.92 | 126% |
| Returns for 1 year | 2.65 | 2.67 | 99% |
| Returns for 3 years | 24.45 | 27.87 | 88% |
| Returns for 5 years | 24.30 | 50.69 | 48% |
| Returns for 10 years | 14.34 | 40.64 | 35% |
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