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AWSIX vs RWIBX
AWSIX vs RWIBX Comparison
Open Charts AWSIX vs RWIBX
Invesco Global Core Equity R5
Price$16.43
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets597.05M
American Funds Capital World Gr&Inc R2
Price$65.97
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
AWSIX vs RWIBX Comparison Chart
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AWSIX vs. RWIBX commentary
May 23, 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: 128B vs. AWSIX (597M). AWSIX pays higher dividends than RWIBX: AWSIX (2.06) vs RWIBX (0.91). 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 : 3.38 vs. RWIBX (2.63). RWIBX return over 5 years is better than : 50.49 vs. AWSIX (28.51).
| 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 | 3.919 | 5.593 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 128B | 0% |
| Annual Yield % from dividends | 2.06 | 0.91 | 227% |
| Returns for 1 year | 3.38 | 2.63 | 128% |
| Returns for 3 years | 26.70 | 27.80 | 96% |
| Returns for 5 years | 28.51 | 50.49 | 56% |
| Returns for 10 years | 20.25 | 40.26 | 50% |
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