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AWSIX vs RWIBX
AWSIX vs RWIBX Comparison
Open Charts AWSIX vs RWIBX
Invesco Global Core Equity R5
Price$16.67
Change-$0.25 (-1.48%)
VolumeN/A
Net Assets611.77M
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets132.46B
AWSIX vs RWIBX Comparison Chart
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AWSIX vs. RWIBX commentary
Jun 15, 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 Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 132B vs. AWSIX (612M). AWSIX pays higher dividends than RWIBX: AWSIX (1.96) vs RWIBX (0.86). AWSIX was incepted earlier than RWIBX: AWSIX (20 years) vs RWIBX (23 years). 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). AWSIX annual gain was more profitable for investors over the last year : 6.07 vs. RWIBX (5.45). RWIBX return over 5 years is better than : 47.82 vs. AWSIX (23.46).
| AWSIX | RWIBX | AWSIX / RWIBX | |
| Total Expense Ratio | N/A | 1.51 | - |
| Annual Report Gross Expense Ratio | N/A | 1.51 | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 6.953 | 8.647 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 132B | 0% |
| Annual Yield % from dividends | 1.96 | 0.86 | 229% |
| Returns for 1 year | 6.07 | 5.45 | 111% |
| Returns for 3 years | 39.47 | 41.17 | 96% |
| Returns for 5 years | 23.46 | 47.82 | 49% |
| Returns for 10 years | 25.28 | 47.79 | 53% |
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