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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$14.80
Change+$0.28 (+1.93%)
VolumeN/A
Net Assets545.67M
American Funds Capital World Gr&Inc R2
Price$59.88
Change+$1.09 (+1.85%)
VolumeN/A
Net Assets115.05B
AWSRX vs RWIBX Comparison Chart
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AWSRX vs. RWIBX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 115B vs. AWSRX (546M). AWSRX pays higher dividends than RWIBX: AWSRX (1.17) vs RWIBX (0.92). 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: 107.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than AWSRX: RWIBX (250) vs AWSRX (1000). RWIBX (-4.97) and AWSRX (-4.97) have marching annual gain over last year. RWIBX return over 5 years is better than : 43.31 vs. AWSRX (18.64).
| AWSRX | RWIBX | AWSRX / RWIBX | |
| Total Expense Ratio | 1.51 | 1.51 | 100% |
| Annual Report Gross Expense Ratio | 1.52 | 1.51 | 101% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -6.080 | -4.155 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 115B | 0% |
| Annual Yield % from dividends | 1.17 | 0.92 | 128% |
| Returns for 1 year | -4.97 | -4.97 | 100% |
| Returns for 3 years | 2.79 | 8.70 | 32% |
| Returns for 5 years | 18.64 | 43.31 | 43% |
| Returns for 10 years | 5.66 | 29.01 | 20% |