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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$14.80
Change+$0.28 (+1.93%)
VolumeN/A
Net Assets545.67M
American Funds Capital World Gr&Inc F1
Price$60.68
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
AWSRX vs CWGFX Comparison Chart
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AWSRX vs. CWGFX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 115B vs. AWSRX (546M). CWGFX pays higher dividends than AWSRX: CWGFX (1.59) vs AWSRX (1.17). AWSRX was incepted earlier than CWGFX: AWSRX (14 years) vs CWGFX (24 years). AWSRX (1.52) is less costly to investors than CWGFX (0.80). 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). CWGFX annual gain was more profitable for investors over the last year : -4.23 vs. AWSRX (-4.97). CWGFX return over 5 years is better than : 46.90 vs. AWSRX (18.64).
| AWSRX | CWGFX | AWSRX / CWGFX | |
| Total Expense Ratio | 1.51 | 0.80 | 189% |
| Annual Report Gross Expense Ratio | 1.52 | 0.80 | 190% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -6.080 | -3.981 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 115B | 0% |
| Annual Yield % from dividends | 1.17 | 1.59 | 74% |
| Returns for 1 year | -4.97 | -4.23 | 117% |
| Returns for 3 years | 2.79 | 10.51 | 27% |
| Returns for 5 years | 18.64 | 46.90 | 40% |
| Returns for 10 years | 5.66 | 32.44 | 17% |
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