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AWSRX vs RWIFX
AWSRX vs RWIFX Comparison
Open Charts AWSRX vs RWIFX
Invesco Global Core Equity R
Price$14.80
Change+$0.28 (+1.93%)
VolumeN/A
Net Assets545.67M
American Funds Capital World Gr&Inc R5
Price$60.87
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
AWSRX vs RWIFX Comparison Chart
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AWSRX vs. RWIFX 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 115B vs. AWSRX (546M). RWIFX pays higher dividends than AWSRX: RWIFX (1.93) vs AWSRX (1.17). AWSRX was incepted earlier than RWIFX: AWSRX (14 years) vs RWIFX (23 years). AWSRX (1.52) is less costly to investors than RWIFX (0.46). 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 : -3.88 vs. AWSRX (-4.97). RWIFX return over 5 years is better than : 48.63 vs. AWSRX (18.64).
| AWSRX | RWIFX | AWSRX / RWIFX | |
| Total Expense Ratio | 1.51 | 0.46 | 328% |
| Annual Report Gross Expense Ratio | 1.52 | 0.46 | 330% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -6.080 | -3.872 | 157% |
| 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 | 1.93 | 61% |
| Returns for 1 year | -4.97 | -3.88 | 128% |
| Returns for 3 years | 2.79 | 11.42 | 24% |
| Returns for 5 years | 18.64 | 48.63 | 38% |
| Returns for 10 years | 5.66 | 34.05 | 17% |
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