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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$17.57
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets631.55M
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
AWSRX vs CWGFX Comparison Chart in %
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AWSRX vs. CWGFX commentary
Oct 18, 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 Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. AWSRX (632M). CWGFX pays higher dividends than AWSRX: CWGFX (1.35) vs AWSRX (1.01). AWSRX was incepted earlier than CWGFX: AWSRX (14 years) vs CWGFX (25 years). AWSRX (1.52) is less costly to investors than CWGFX (0.80). 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 : 10.86 vs. AWSRX (3.79). CWGFX return over 5 years is better than : 50.66 vs. AWSRX (10.48).
| AWSRX | CWGFX | AWSRX / CWGFX | |
| Total Expense Ratio | 1.52 | 0.80 | 190% |
| Annual Report Gross Expense Ratio | 1.52 | 0.80 | 190% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 13.001 | 20.057 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 141B | 0% |
| Annual Yield % from dividends | 1.01 | 1.35 | 75% |
| Returns for 1 year | 3.79 | 10.86 | 35% |
| Returns for 3 years | 53.67 | 66.99 | 80% |
| Returns for 5 years | 10.48 | 50.66 | 21% |
| Returns for 10 years | 33.95 | 77.14 | 44% |
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