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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$16.25
Change-$0.25 (-1.52%)
VolumeN/A
Net Assets601.85M
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AWSRX vs CWGFX Comparison Chart
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AWSRX vs. CWGFX commentary
Jun 15, 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: 131B vs. AWSRX (602M). CWGFX pays higher dividends than AWSRX: CWGFX (1.49) vs AWSRX (1.10). 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 : 6.27 vs. AWSRX (3.80). CWGFX return over 5 years is better than : 51.55 vs. AWSRX (17.67).
| 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 | 5.110 | 8.990 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 131B | 0% |
| Annual Yield % from dividends | 1.10 | 1.49 | 74% |
| Returns for 1 year | 3.80 | 6.27 | 61% |
| Returns for 3 years | 34.96 | 43.82 | 80% |
| Returns for 5 years | 17.67 | 51.55 | 34% |
| Returns for 10 years | 17.35 | 51.77 | 34% |
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