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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$16.00
Change-$0.25 (-1.54%)
VolumeN/A
Net Assets609.6M
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
AWSRX vs CWGFX Comparison Chart
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AWSRX vs. CWGFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. AWSRX (610M). CWGFX pays higher dividends than AWSRX: CWGFX (1.64) vs AWSRX (0.04). AWSRX was incepted earlier than CWGFX: AWSRX (14 years) vs CWGFX (24 years). 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 (7.04) and AWSRX (6.79) have marching annual gain over last year. CWGFX return over 5 years is better than : 32.49 vs. AWSRX (4.42).
| AWSRX | CWGFX | AWSRX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.493 | 4.307 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 128B | 0% |
| Annual Yield % from dividends | 0.04 | 1.64 | 2% |
| Returns for 1 year | 6.79 | 7.04 | 96% |
| Returns for 3 years | 10.56 | 16.46 | 64% |
| Returns for 5 years | 4.42 | 32.49 | 14% |
| Returns for 10 years | 17.25 | 44.44 | 39% |
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