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AWSRX vs RWIFX
AWSRX vs RWIFX Comparison
Open Charts AWSRX vs RWIFX
Invesco Global Core Equity R
Price$16.94
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AWSRX vs RWIFX Comparison Chart in %
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AWSRX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. AWSRX (625M). RWIFX pays higher dividends than AWSRX: RWIFX (1.72) vs AWSRX (1.06). AWSRX was incepted earlier than RWIFX: AWSRX (14 years) vs RWIFX (23 years). AWSRX is a more actively managed with annual turnover of: 46.00 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 : 9.68 vs. AWSRX (6.86). RWIFX return over 5 years is better than : 54.61 vs. AWSRX (20.36).
| AWSRX | RWIFX | AWSRX / RWIFX | |
| Total Expense Ratio | N/A | 0.46 | - |
| Annual Report Gross Expense Ratio | N/A | 0.46 | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.573 | 13.737 | 70% |
| 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 | 1.72 | 62% |
| Returns for 1 year | 6.86 | 9.68 | 71% |
| Returns for 3 years | 33.77 | 51.39 | 66% |
| Returns for 5 years | 20.36 | 54.61 | 37% |
| Returns for 10 years | 25.55 | 64.73 | 39% |
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