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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$16.94
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AWSRX vs CWGFX Comparison Chart in %
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AWSRX vs. CWGFX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. AWSRX (625M). CWGFX pays higher dividends than AWSRX: CWGFX (1.42) vs AWSRX (1.06). AWSRX was incepted earlier than CWGFX: AWSRX (14 years) vs CWGFX (24 years). AWSRX is a more actively managed with annual turnover of: 46.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AWSRX: CWGFX (250) vs AWSRX (1000). CWGFX annual gain was more profitable for investors over the last year : 9.29 vs. AWSRX (6.86). CWGFX return over 5 years is better than : 52.71 vs. AWSRX (20.36).
| AWSRX | CWGFX | AWSRX / CWGFX | |
| Total Expense Ratio | N/A | 0.80 | - |
| Annual Report Gross Expense Ratio | N/A | 0.80 | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.573 | 13.538 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.06 | 1.42 | 75% |
| Returns for 1 year | 6.86 | 9.29 | 74% |
| Returns for 3 years | 33.77 | 50.04 | 67% |
| Returns for 5 years | 20.36 | 52.71 | 39% |
| Returns for 10 years | 25.55 | 62.66 | 41% |
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