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AWSYX vs CWGCX
AWSYX vs CWGCX Comparison
Open Charts AWSYX vs CWGCX
Invesco Global Core Equity Y
Price$15.36
Change-$0.36 (-2.29%)
VolumeN/A
Net Assets594.54M
American Funds Capital World Gr&Inc C
Price$62.92
Change-$1.63 (-2.53%)
VolumeN/A
Net Assets126.53B
AWSYX vs CWGCX Comparison Chart
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AWSYX vs. CWGCX commentary
Mar 11, 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 AWSYX is a Buy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 127B vs. AWSYX (595M). AWSYX pays higher dividends than CWGCX: AWSYX (2.00) vs CWGCX (0.90). AWSYX was incepted earlier than CWGCX: AWSYX (16 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AWSYX (1.02). AWSYX is a more actively managed with annual turnover of: 107.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AWSYX: CWGCX (250) vs AWSYX (1000). AWSYX annual gain was more profitable for investors over the last year : 3.78 vs. CWGCX (2.52). CWGCX return over 5 years is better than : 40.86 vs. AWSYX (19.48).
| AWSYX | CWGCX | AWSYX / CWGCX | |
| Total Expense Ratio | 1.01 | 1.49 | 68% |
| Annual Report Gross Expense Ratio | 1.02 | 1.49 | 68% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 1.550 | 2.885 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 127B | 0% |
| Annual Yield % from dividends | 2.00 | 0.90 | 221% |
| Returns for 1 year | 3.78 | 2.52 | 150% |
| Returns for 3 years | 20.08 | 22.40 | 90% |
| Returns for 5 years | 19.48 | 40.86 | 48% |
| Returns for 10 years | 23.51 | 44.60 | 53% |