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AWSSX vs CWGFX
AWSSX vs CWGFX Comparison
Open Charts AWSSX vs CWGFX
Invesco Global Core Equity R6
Price$15.00
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets549.81M
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
AWSSX vs CWGFX Comparison Chart
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AWSSX vs. CWGFX commentary
Apr 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 AWSSX is a Buy and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. AWSSX (550M). AWSSX pays higher dividends than CWGFX: AWSSX (2.22) vs CWGFX (1.59). AWSSX was incepted earlier than CWGFX: AWSSX (8 years) vs CWGFX (24 years). AWSSX (0.90) is less costly to investors than CWGFX (0.80). AWSSX is a more actively managed with annual turnover of: 107.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AWSSX: CWGFX (250) vs AWSSX (1000000). AWSSX annual gain was more profitable for investors over the last year : -0.85 vs. CWGFX (-0.97). CWGFX return over 5 years is better than : 43.42 vs. AWSSX (22.34).
| AWSSX | CWGFX | AWSSX / CWGFX | |
| Total Expense Ratio | 0.89 | 0.80 | 111% |
| Annual Report Gross Expense Ratio | 0.90 | 0.80 | 113% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -4.994 | -3.744 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 117B | 0% |
| Annual Yield % from dividends | 2.22 | 1.59 | 140% |
| Returns for 1 year | -0.85 | -0.97 | 88% |
| Returns for 3 years | 6.52 | 10.84 | 60% |
| Returns for 5 years | 22.34 | 43.42 | 51% |
| Returns for 10 years | N/A | 32.63 | - |
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