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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$17.05
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets626.35M
American Funds Capital World Gr&Inc R2
Price$71.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
AWSRX vs RWIBX Comparison Chart in %
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AWSRX vs. RWIBX commentary
Jul 27, 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 AWSRX is a StrongBuy and RWIBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. AWSRX (626M). AWSRX pays higher dividends than RWIBX: AWSRX (1.06) vs RWIBX (0.82). AWSRX was incepted earlier than RWIBX: AWSRX (14 years) vs RWIBX (23 years). AWSRX is a more actively managed with annual turnover of: 46.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than AWSRX: RWIBX (250) vs AWSRX (1000). RWIBX annual gain was more profitable for investors over the last year : 12.86 vs. AWSRX (8.02). RWIBX return over 5 years is better than : 47.06 vs. AWSRX (16.82).
| AWSRX | RWIBX | AWSRX / RWIBX | |
| Total Expense Ratio | N/A | 1.51 | - |
| Annual Report Gross Expense Ratio | N/A | 1.51 | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.285 | 14.525 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 137B | 0% |
| Annual Yield % from dividends | 1.06 | 0.82 | 130% |
| Returns for 1 year | 8.02 | 12.86 | 62% |
| Returns for 3 years | 35.06 | 48.03 | 73% |
| Returns for 5 years | 16.82 | 47.06 | 36% |
| Returns for 10 years | 25.12 | 58.36 | 43% |