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AWSRX vs CWGCX
AWSRX vs CWGCX Comparison
Open Charts AWSRX vs CWGCX
Invesco Global Core Equity R
Price$17.57
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets635.02M
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
AWSRX vs CWGCX Comparison Chart in %
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AWSRX vs. CWGCX commentary
Oct 19, 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 AWSRX is a Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. AWSRX (635M). AWSRX pays higher dividends than CWGCX: AWSRX (1.01) vs CWGCX (0.77). AWSRX was incepted earlier than CWGCX: AWSRX (14 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 : 9.93 vs. AWSRX (4.38). CWGCX return over 5 years is better than : 46.50 vs. AWSRX (11.11).
| AWSRX | CWGCX | AWSRX / CWGCX | |
| Total Expense Ratio | 1.52 | 1.49 | 102% |
| Annual Report Gross Expense Ratio | 1.52 | 1.49 | 102% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 13.648 | 19.298 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 141B | 0% |
| Annual Yield % from dividends | 1.01 | 0.77 | 132% |
| Returns for 1 year | 4.38 | 9.93 | 44% |
| Returns for 3 years | 54.55 | 63.56 | 86% |
| Returns for 5 years | 11.11 | 46.50 | 24% |
| Returns for 10 years | 34.72 | 72.19 | 48% |
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