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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$17.43
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets635.32M
American Funds Capital World Gr&Inc R2
Price$73.23
Change-$0.50 (-0.68%)
VolumeN/A
Net Assets140.58B
AWSRX vs RWIBX Comparison Chart in %
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AWSRX vs. RWIBX commentary
Sep 26, 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: 141B vs. AWSRX (635M). AWSRX pays higher dividends than RWIBX: AWSRX (1.04) vs RWIBX (0.80). AWSRX was incepted earlier than RWIBX: AWSRX (14 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 : 9.48 vs. AWSRX (5.08). RWIBX return over 5 years is better than : 49.98 vs. AWSRX (16.32).
| AWSRX | RWIBX | AWSRX / RWIBX | |
| Total Expense Ratio | 1.52 | 1.51 | 101% |
| Annual Report Gross Expense Ratio | 1.52 | 1.51 | 101% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 13.066 | 17.704 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 141B | 0% |
| Annual Yield % from dividends | 1.04 | 0.80 | 129% |
| Returns for 1 year | 5.08 | 9.48 | 54% |
| Returns for 3 years | 58.02 | 65.20 | 89% |
| Returns for 5 years | 16.32 | 49.98 | 33% |
| Returns for 10 years | 44.54 | 83.53 | 53% |
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