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AWSRX vs CWGCX
AWSRX vs CWGCX Comparison
Open Charts AWSRX vs CWGCX
Invesco Global Core Equity R
Price$17.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets631.44M
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets136.94B
AWSRX vs CWGCX Comparison Chart in %
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AWSRX vs. CWGCX commentary
Sep 06, 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 Hold and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. AWSRX (631M). AWSRX pays higher dividends than CWGCX: AWSRX (1.04) vs CWGCX (0.82). AWSRX was incepted earlier than CWGCX: AWSRX (14 years) vs CWGCX (24 years). AWSRX (1.52) and CWGCX (1.49) have similar cost to investors . 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 annual gain was more profitable for investors over the last year : 12.28 vs. AWSRX (7.52). CWGCX return over 5 years is better than : 43.30 vs. AWSRX (12.84).
| AWSRX | CWGCX | AWSRX / CWGCX | |
| Total Expense Ratio | 1.52 | 1.49 | 102% |
| Annual Report Gross Expense Ratio | 1.52 | 1.49 | 102% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.902 | 15.632 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 137B | 0% |
| Annual Yield % from dividends | 1.04 | 0.82 | 127% |
| Returns for 1 year | 7.52 | 12.28 | 61% |
| Returns for 3 years | 41.59 | 51.16 | 81% |
| Returns for 5 years | 12.84 | 43.30 | 30% |
| Returns for 10 years | 34.82 | 71.02 | 49% |