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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$17.12
Change-$0.16 (-0.93%)
VolumeN/A
Net Assets619.74M
American Funds Capital World Gr&Inc R2
Price$73.46
Change-$0.66 (-0.89%)
VolumeN/A
Net Assets139.93B
AWSRX vs RWIBX Comparison Chart in %
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AWSRX vs. RWIBX commentary
Nov 20, 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 Hold and RWIBX is a Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 140B vs. AWSRX (620M). AWSRX pays higher dividends than RWIBX: AWSRX (1.00) vs RWIBX (0.74). AWSRX was incepted earlier than RWIBX: AWSRX (15 years) vs RWIBX (23 years). AWSRX (1.52) and RWIBX (1.51) have similar cost to investors . 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 : 11.24 vs. AWSRX (3.97). RWIBX return over 5 years is better than : 37.39 vs. AWSRX (5.00).
| AWSRX | RWIBX | AWSRX / RWIBX | |
| Total Expense Ratio | 1.52 | 1.51 | 101% |
| Annual Report Gross Expense Ratio | 1.52 | 1.51 | 101% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 10.737 | 18.073 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 620M | 140B | 0% |
| Annual Yield % from dividends | 1.00 | 0.74 | 135% |
| Returns for 1 year | 3.97 | 11.24 | 35% |
| Returns for 3 years | 38.66 | 47.43 | 82% |
| Returns for 5 years | 5.00 | 37.39 | 13% |
| Returns for 10 years | 30.40 | 68.54 | 44% |
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