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AWSRX vs CWGCX
AWSRX vs CWGCX Comparison
Open Charts AWSRX vs CWGCX
Invesco Global Core Equity R
Price$16.25
Change-$0.25 (-1.52%)
VolumeN/A
Net Assets601.85M
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AWSRX vs CWGCX Comparison Chart
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AWSRX vs. CWGCX commentary
Jun 15, 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: 131B vs. AWSRX (602M). AWSRX pays higher dividends than CWGCX: AWSRX (1.10) vs CWGCX (0.87). 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 annual gain was more profitable for investors over the last year : 5.50 vs. AWSRX (3.80). CWGCX return over 5 years is better than : 48.05 vs. AWSRX (17.67).
| 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 | 5.110 | 8.682 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 131B | 0% |
| Annual Yield % from dividends | 1.10 | 0.87 | 127% |
| Returns for 1 year | 3.80 | 5.50 | 69% |
| Returns for 3 years | 34.96 | 41.27 | 85% |
| Returns for 5 years | 17.67 | 48.05 | 37% |
| Returns for 10 years | 17.35 | 48.20 | 36% |
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