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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$17.43
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets635.32M
American Funds Capital World Gr&Inc F1
Price$74.21
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
AWSRX vs CWGFX Comparison Chart in %
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AWSRX vs. CWGFX commentary
Sep 26, 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 (635M). CWGFX pays higher dividends than AWSRX: CWGFX (1.39) vs AWSRX (1.04). 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 : 10.32 vs. AWSRX (5.08). CWGFX return over 5 years is better than : 54.24 vs. AWSRX (16.32).
| 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 | 13.066 | 18.303 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 141B | 0% |
| Annual Yield % from dividends | 1.04 | 1.39 | 75% |
| Returns for 1 year | 5.08 | 10.32 | 49% |
| Returns for 3 years | 58.02 | 68.58 | 85% |
| Returns for 5 years | 16.32 | 54.24 | 30% |
| Returns for 10 years | 44.54 | 89.07 | 50% |
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