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AWSIX vs RWIBX
AWSIX vs RWIBX Comparison
Open Charts AWSIX vs RWIBX
Invesco Global Core Equity R5
Price$16.50
Change-$0.25 (-1.49%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$63.63
Change-$1.07 (-1.65%)
VolumeN/A
CapitalizationN/A
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AWSIX vs RWIBX Comparison Chart
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AWSIX vs. RWIBX commentary
Sep 08, 2024
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 StrongBuy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. AWSIX (601M). RWIBX pays higher dividends than AWSIX: RWIBX (1.05) vs AWSIX (0.52). AWSIX was incepted earlier than RWIBX: AWSIX (19 years) vs RWIBX (22 years). AWSIX is a more actively managed with annual turnover of: 107.00 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 : 21.28 vs. RWIBX (16.41). RWIBX return over 5 years is better than : 38.13 vs. AWSIX (18.14).
| AWSIX | RWIBX | AWSIX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 14.334 | 9.757 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 121B | 0% |
| Annual Yield % from dividends | 0.52 | 1.05 | 50% |
| Returns for 1 year | 21.28 | 16.41 | 130% |
| Returns for 3 years | -0.84 | 0.02 | -3,870% |
| Returns for 5 years | 18.14 | 38.13 | 48% |
| Returns for 10 years | 11.73 | 41.96 | 28% |
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