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AWSYX vs CWGFX
AWSYX vs CWGFX Comparison
Open Charts AWSYX vs CWGFX
Invesco Global Core Equity Y
Price$14.99
Change+$1.23 (+8.94%)
VolumeN/A
Net Assets515.94M
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
AWSYX vs CWGFX Comparison Chart
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AWSYX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 109B vs. AWSYX (516M). AWSYX pays higher dividends than CWGFX: AWSYX (2.09) vs CWGFX (1.59). AWSYX was incepted earlier than CWGFX: AWSYX (17 years) vs CWGFX (24 years). AWSYX (1.02) is less costly to investors than CWGFX (0.80). AWSYX is a more actively managed with annual turnover of: 107.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AWSYX: CWGFX (250) vs AWSYX (1000). AWSYX annual gain was more profitable for investors over the last year : -10.27 vs. CWGFX (-10.91). CWGFX return over 5 years is better than : 37.20 vs. AWSYX (15.08).
| AWSYX | CWGFX | AWSYX / CWGFX | |
| Total Expense Ratio | 1.01 | 0.80 | 126% |
| Annual Report Gross Expense Ratio | 1.02 | 0.80 | 128% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -11.111 | -10.327 | 108% |
| 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 | 1.59 | 131% |
| Returns for 1 year | -10.27 | -10.91 | 94% |
| Returns for 3 years | -3.62 | 1.33 | -273% |
| Returns for 5 years | 15.08 | 37.20 | 41% |
| Returns for 10 years | 3.83 | 23.45 | 16% |
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