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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$16.25
Change-$0.25 (-1.52%)
VolumeN/A
Net Assets601.85M
American Funds Capital World Gr&Inc R2
Price$67.65
Change-$0.73 (-1.07%)
VolumeN/A
Net Assets131.04B
AWSRX vs RWIBX Comparison Chart
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AWSRX vs. RWIBX commentary
Jun 15, 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: 131B vs. AWSRX (602M). AWSRX pays higher dividends than RWIBX: AWSRX (1.10) vs RWIBX (0.86). 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 : 5.45 vs. AWSRX (3.80). RWIBX return over 5 years is better than : 47.82 vs. AWSRX (17.67).
| 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 | 5.110 | 8.647 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 131B | 0% |
| Annual Yield % from dividends | 1.10 | 0.86 | 128% |
| Returns for 1 year | 3.80 | 5.45 | 70% |
| Returns for 3 years | 34.96 | 41.17 | 85% |
| Returns for 5 years | 17.67 | 47.82 | 37% |
| Returns for 10 years | 17.35 | 47.79 | 36% |
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