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AWSRX vs CWGCX
AWSRX vs CWGCX Comparison
Open Charts AWSRX vs CWGCX
Invesco Global Core Equity R
Price$16.56
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets632.14M
American Funds Capital World Gr&Inc C
Price$73.10
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
AWSRX vs CWGCX Comparison Chart in %
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AWSRX vs. CWGCX commentary
Jan 15, 2026
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 CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. AWSRX (632M). CWGCX pays higher dividends than AWSRX: CWGCX (0.87) vs AWSRX (0.71). AWSRX was incepted earlier than CWGCX: AWSRX (15 years) vs CWGCX (25 years). AWSRX (1.52) and CWGCX (1.49) have similar cost to investors . AWSRX is a more actively managed with annual turnover of: 46.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than AWSRX: CWGCX (250) vs AWSRX (1000). CWGCX annual gain was more profitable for investors over the last year : 17.93 vs. AWSRX (8.10). CWGCX return over 5 years is better than : 27.36 vs. AWSRX (16.28).
| AWSRX | CWGCX | AWSRX / CWGCX | |
| Total Expense Ratio | 1.52 | 1.49 | 102% |
| Annual Report Gross Expense Ratio | 1.52 | 1.49 | 102% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 1.908 | 3.703 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 142B | 0% |
| Annual Yield % from dividends | 0.71 | 0.87 | 81% |
| Returns for 1 year | 8.10 | 17.93 | 45% |
| Returns for 3 years | 31.92 | 40.18 | 79% |
| Returns for 5 years | 16.28 | 27.36 | 60% |
| Returns for 10 years | 44.56 | 93.22 | 48% |
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