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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$17.90
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets636.43M
American Funds Capital World Gr&Inc F1
Price$77.12
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
AWSRX vs CWGFX Comparison Chart in %
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AWSRX vs. CWGFX commentary
Dec 14, 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 StrongBuy and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. AWSRX (636M). CWGFX pays higher dividends than AWSRX: CWGFX (1.31) vs AWSRX (1.01). 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 : 14.10 vs. AWSRX (5.48). CWGFX return over 5 years is better than : 43.71 vs. AWSRX (6.39).
| 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 | 15.783 | 24.632 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 142B | 0% |
| Annual Yield % from dividends | 1.01 | 1.31 | 77% |
| Returns for 1 year | 5.48 | 14.10 | 39% |
| Returns for 3 years | 41.02 | 54.58 | 75% |
| Returns for 5 years | 6.39 | 43.71 | 15% |
| Returns for 10 years | 44.24 | 91.21 | 49% |
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