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AWSIX vs RWIBX
AWSIX vs RWIBX Comparison
Open Charts AWSIX vs RWIBX
Invesco Global Core Equity R5
Price$17.39
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AWSIX vs RWIBX Comparison Chart in %
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AWSIX vs. RWIBX commentary
Jul 06, 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: 136B vs. AWSIX (625M). AWSIX pays higher dividends than RWIBX: AWSIX (1.89) vs RWIBX (0.82). 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). RWIBX annual gain was more profitable for investors over the last year : 8.46 vs. AWSIX (7.62). RWIBX return over 5 years is better than : 48.76 vs. AWSIX (24.45).
| 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 | 9.924 | 13.144 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.89 | 0.82 | 232% |
| Returns for 1 year | 7.62 | 8.46 | 90% |
| Returns for 3 years | 36.36 | 47.26 | 77% |
| Returns for 5 years | 24.45 | 48.76 | 50% |
| Returns for 10 years | 32.09 | 58.14 | 55% |