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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$16.94
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc R2
Price$70.45
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AWSRX vs RWIBX Comparison Chart in %
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AWSRX vs. RWIBX commentary
Jul 05, 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: 136B vs. AWSRX (625M). AWSRX pays higher dividends than RWIBX: AWSRX (1.06) vs RWIBX (0.82). 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 : 8.46 vs. AWSRX (6.86). RWIBX return over 5 years is better than : 48.76 vs. AWSRX (20.36).
| 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 | 9.573 | 13.144 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.06 | 0.82 | 130% |
| Returns for 1 year | 6.86 | 8.46 | 81% |
| Returns for 3 years | 33.77 | 47.26 | 71% |
| Returns for 5 years | 20.36 | 48.76 | 42% |
| Returns for 10 years | 25.55 | 58.14 | 44% |