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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$15.94
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets597.05M
American Funds Capital World Gr&Inc R2
Price$65.96
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets128.47B
AWSRX vs RWIBX Comparison Chart
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AWSRX vs. RWIBX commentary
May 24, 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 Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 128B vs. AWSRX (597M). AWSRX pays higher dividends than RWIBX: AWSRX (1.16) vs RWIBX (0.91). 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). AWSRX (2.65) and RWIBX (2.63) have marching annual gain over last year. RWIBX return over 5 years is better than : 50.49 vs. AWSRX (24.30).
| 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 | 3.687 | 5.593 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 128B | 0% |
| Annual Yield % from dividends | 1.16 | 0.91 | 127% |
| Returns for 1 year | 2.65 | 2.63 | 101% |
| Returns for 3 years | 24.45 | 27.80 | 88% |
| Returns for 5 years | 24.30 | 50.49 | 48% |
| Returns for 10 years | 14.34 | 40.26 | 36% |
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