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AWSRX vs RWIFX
AWSRX vs RWIFX Comparison
Open Charts AWSRX vs RWIFX
Invesco Global Core Equity R
Price$16.00
Change-$0.25 (-1.54%)
VolumeN/A
Net Assets609.6M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
AWSRX vs RWIFX Comparison Chart
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AWSRX vs. RWIFX commentary
Feb 23, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. AWSRX (610M). RWIFX pays higher dividends than AWSRX: RWIFX (1.94) vs AWSRX (0.04). AWSRX was incepted earlier than RWIFX: AWSRX (14 years) vs RWIFX (23 years). AWSRX is a more actively managed with annual turnover of: 107.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AWSRX: RWIFX (250) vs AWSRX (1000). RWIFX annual gain was more profitable for investors over the last year : 7.41 vs. AWSRX (6.79). RWIFX return over 5 years is better than : 33.89 vs. AWSRX (4.42).
| AWSRX | RWIFX | AWSRX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.493 | 4.358 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 128B | 0% |
| Annual Yield % from dividends | 0.04 | 1.94 | 2% |
| Returns for 1 year | 6.79 | 7.41 | 92% |
| Returns for 3 years | 10.56 | 17.26 | 61% |
| Returns for 5 years | 4.42 | 33.89 | 13% |
| Returns for 10 years | 17.25 | 46.04 | 37% |
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