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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$15.78
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets607.22M
American Funds Capital World Gr&Inc R2
Price$63.81
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets126.7B
AWSRX vs RWIBX Comparison Chart
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AWSRX vs. RWIBX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 127B vs. AWSRX (607M). 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 : 12.60 vs. RWIBX (10.02). RWIBX return over 5 years is better than : 24.76 vs. AWSRX (0.16).
| 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 | 2.070 | 2.014 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 127B | 0% |
| Annual Yield % from dividends | 0.04 | 1.05 | 4% |
| Returns for 1 year | 12.60 | 10.02 | 126% |
| Returns for 3 years | 3.99 | 6.90 | 58% |
| Returns for 5 years | 0.16 | 24.76 | 1% |
| Returns for 10 years | 22.16 | 44.15 | 50% |
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