Ad is loading...
AWSYX vs CWGCX
AWSYX vs CWGCX Comparison
Open Charts AWSYX vs CWGCX
Invesco Global Core Equity Y
Price$14.99
Change+$1.23 (+8.94%)
VolumeN/A
Net Assets515.94M
American Funds Capital World Gr&Inc C
Price$59.96
Change+$3.86 (+6.88%)
VolumeN/A
Net Assets109.46B
AWSYX vs CWGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSYX vs. CWGCX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 109B vs. AWSYX (516M). AWSYX pays higher dividends than CWGCX: AWSYX (2.09) vs CWGCX (0.93). AWSYX was incepted earlier than CWGCX: AWSYX (17 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 : -10.27 vs. CWGCX (-11.55). CWGCX return over 5 years is better than : 34.01 vs. AWSYX (15.08).
| AWSYX | CWGCX | AWSYX / CWGCX | |
| Total Expense Ratio | 1.01 | 1.49 | 68% |
| Annual Report Gross Expense Ratio | 1.02 | 1.49 | 68% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -11.111 | -10.472 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 109B | 0% |
| Annual Yield % from dividends | 2.09 | 0.93 | 225% |
| Returns for 1 year | -10.27 | -11.55 | 89% |
| Returns for 3 years | -3.62 | -0.30 | 1,202% |
| Returns for 5 years | 15.08 | 34.01 | 44% |
| Returns for 10 years | 3.83 | 20.56 | 19% |