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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$15.49
Change-$0.40 (-2.52%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
AWSRX vs CWGFX Comparison Chart
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AWSRX vs. CWGFX commentary
Dec 19, 2024
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 StrongBuy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. AWSRX (624M). CWGFX pays higher dividends than AWSRX: CWGFX (1.64) vs AWSRX (0.04). AWSRX was incepted earlier than CWGFX: AWSRX (14 years) vs CWGFX (24 years). AWSRX is a more actively managed with annual turnover of: 107.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AWSRX: CWGFX (250) vs AWSRX (1000). AWSRX annual gain was more profitable for investors over the last year : 13.55 vs. CWGFX (12.01). CWGFX return over 5 years is better than : 32.35 vs. AWSRX (3.84).
| AWSRX | CWGFX | AWSRX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 12.437 | 10.423 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 121B | 1% |
| Annual Yield % from dividends | 0.04 | 1.64 | 2% |
| Returns for 1 year | 13.55 | 12.01 | 113% |
| Returns for 3 years | 3.30 | 9.87 | 33% |
| Returns for 5 years | 3.84 | 32.35 | 12% |
| Returns for 10 years | 20.68 | 47.57 | 43% |
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