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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$15.49
Change-$0.40 (-2.52%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2
Price$62.66
Change-$1.77 (-2.75%)
VolumeN/A
CapitalizationN/A
AWSRX vs RWIBX Comparison Chart
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AWSRX vs. RWIBX commentary
Dec 19, 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 AWSRX is a StrongBuy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 121B vs. AWSRX (624M). RWIBX pays higher dividends than AWSRX: RWIBX (1.05) vs AWSRX (0.04). AWSRX was incepted earlier than RWIBX: AWSRX (14 years) vs RWIBX (23 years). AWSRX is a more actively managed with annual turnover of: 107.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than AWSRX: RWIBX (250) vs AWSRX (1000). AWSRX annual gain was more profitable for investors over the last year : 13.55 vs. RWIBX (7.56). RWIBX return over 5 years is better than : 25.73 vs. AWSRX (3.84).
| AWSRX | RWIBX | AWSRX / RWIBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 12.437 | 6.765 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 121B | 1% |
| Annual Yield % from dividends | 0.04 | 1.05 | 4% |
| Returns for 1 year | 13.55 | 7.56 | 179% |
| Returns for 3 years | 3.30 | 5.44 | 61% |
| Returns for 5 years | 3.84 | 25.73 | 15% |
| Returns for 10 years | 20.68 | 40.26 | 51% |
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