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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$16.55
Change-$1.15 (-6.50%)
VolumeN/A
Net Assets628.39M
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
AWSRX vs CWGFX Comparison Chart in %
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AWSRX vs. CWGFX commentary
Feb 04, 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AWSRX (628M). CWGFX pays higher dividends than AWSRX: CWGFX (1.41) vs AWSRX (0.70). AWSRX was incepted earlier than CWGFX: AWSRX (15 years) vs CWGFX (25 years). AWSRX (1.52) is less costly to investors than CWGFX (0.80). AWSRX is a more actively managed with annual turnover of: 46.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than AWSRX: CWGFX (250) vs AWSRX (1000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. AWSRX (4.58). CWGFX return over 5 years is better than : 30.54 vs. AWSRX (13.26).
| AWSRX | CWGFX | AWSRX / CWGFX | |
| Total Expense Ratio | 1.52 | 0.80 | 190% |
| Annual Report Gross Expense Ratio | 1.52 | 0.80 | 190% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 1.846 | 4.924 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 142B | 0% |
| Annual Yield % from dividends | 0.70 | 1.41 | 49% |
| Returns for 1 year | 4.58 | 16.18 | 28% |
| Returns for 3 years | 27.17 | 43.02 | 63% |
| Returns for 5 years | 13.26 | 30.54 | 43% |
| Returns for 10 years | 43.76 | 99.82 | 44% |
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