Ad is loading...
AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$15.78
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets607.22M
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AWSRX vs CWGFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSRX vs. CWGFX commentary
Jan 19, 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 CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. AWSRX (607M). 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 : 12.60 vs. CWGFX (10.89). CWGFX return over 5 years is better than : 27.58 vs. AWSRX (0.16).
| 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 | 2.070 | 2.051 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 127B | 0% |
| Annual Yield % from dividends | 0.04 | 1.64 | 2% |
| Returns for 1 year | 12.60 | 10.89 | 116% |
| Returns for 3 years | 3.99 | 8.51 | 47% |
| Returns for 5 years | 0.16 | 27.58 | 1% |
| Returns for 10 years | 22.16 | 47.73 | 46% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers