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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$17.57
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets631.55M
American Funds Capital World Gr&Inc R2
Price$74.19
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
AWSRX vs RWIBX Comparison Chart in %
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AWSRX vs. RWIBX commentary
Oct 18, 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 (632M). AWSRX pays higher dividends than RWIBX: AWSRX (1.01) vs RWIBX (0.76). 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 : 10.01 vs. AWSRX (3.79). RWIBX return over 5 years is better than : 46.49 vs. AWSRX (10.48).
| 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 | 13.001 | 19.391 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 141B | 0% |
| Annual Yield % from dividends | 1.01 | 0.76 | 133% |
| Returns for 1 year | 3.79 | 10.01 | 38% |
| Returns for 3 years | 53.67 | 63.61 | 84% |
| Returns for 5 years | 10.48 | 46.49 | 23% |
| Returns for 10 years | 33.95 | 71.90 | 47% |
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