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AWSRX vs CWGFX
AWSRX vs CWGFX Comparison
Open Charts AWSRX vs CWGFX
Invesco Global Core Equity R
Price$17.52
Change-$0.32 (-1.79%)
VolumeN/A
Net Assets628.92M
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AWSRX vs CWGFX Comparison Chart in %
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AWSRX vs. CWGFX commentary
Nov 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: 144B vs. AWSRX (629M). CWGFX pays higher dividends than AWSRX: CWGFX (1.32) vs AWSRX (1.00). AWSRX was incepted earlier than CWGFX: AWSRX (14 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 : 14.99 vs. AWSRX (6.30). CWGFX return over 5 years is better than : 47.60 vs. AWSRX (9.15).
| AWSRX | CWGFX | AWSRX / CWGFX | |
| Total Expense Ratio | 1.52 | 0.80 | 190% |
| Annual Report Gross Expense Ratio | 1.52 | 0.80 | 190% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 15.395 | 23.373 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 144B | 0% |
| Annual Yield % from dividends | 1.00 | 1.32 | 76% |
| Returns for 1 year | 6.30 | 14.99 | 42% |
| Returns for 3 years | 42.77 | 55.97 | 76% |
| Returns for 5 years | 9.15 | 47.60 | 19% |
| Returns for 10 years | 39.45 | 85.73 | 46% |
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