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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$15.94
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets597.05M
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.47B
AWSRX vs CWGFX Comparison Chart
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AWSRX vs. CWGFX commentary
May 24, 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: 128B vs. AWSRX (597M). CWGFX pays higher dividends than AWSRX: CWGFX (1.58) vs AWSRX (1.16). 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 : 3.41 vs. AWSRX (2.65). CWGFX return over 5 years is better than : 54.27 vs. AWSRX (24.30).
| 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 | 3.687 | 5.877 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 128B | 0% |
| Annual Yield % from dividends | 1.16 | 1.58 | 73% |
| Returns for 1 year | 2.65 | 3.41 | 78% |
| Returns for 3 years | 24.45 | 29.97 | 82% |
| Returns for 5 years | 24.30 | 54.27 | 45% |
| Returns for 10 years | 14.34 | 44.04 | 33% |
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