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AWSIX vs RWIBX
AWSIX vs RWIBX Comparison
Open Charts AWSIX vs RWIBX
Invesco Global Core Equity R5
Price$17.63
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets613.91M
American Funds Capital World Gr&Inc R2
Price$73.52
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AWSIX vs RWIBX Comparison Chart in %
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AWSIX vs. RWIBX commentary
Nov 20, 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 AWSIX is a Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 139B vs. AWSIX (614M). AWSIX pays higher dividends than RWIBX: AWSIX (1.78) vs RWIBX (0.74). AWSIX was incepted earlier than RWIBX: AWSIX (20 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than AWSIX (0.97). AWSIX is a more actively managed with annual turnover of: 46.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than AWSIX: RWIBX (250) vs AWSIX (1000000). RWIBX annual gain was more profitable for investors over the last year : 11.30 vs. AWSIX (4.66). RWIBX return over 5 years is better than : 37.68 vs. AWSIX (8.95).
| AWSIX | RWIBX | AWSIX / RWIBX | |
| Total Expense Ratio | 0.97 | 1.51 | 64% |
| Annual Report Gross Expense Ratio | 0.97 | 1.51 | 64% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 11.441 | 18.170 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 614M | 139B | 0% |
| Annual Yield % from dividends | 1.78 | 0.74 | 240% |
| Returns for 1 year | 4.66 | 11.30 | 41% |
| Returns for 3 years | 41.37 | 47.55 | 87% |
| Returns for 5 years | 8.95 | 37.68 | 24% |
| Returns for 10 years | 37.28 | 68.68 | 54% |