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AWSRX vs RWIFX
AWSRX vs RWIFX Comparison
Open Charts AWSRX vs RWIFX
Invesco Global Core Equity R
Price$16.72
Change-$0.11 (-0.65%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.87
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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AWSRX vs RWIFX Comparison Chart
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AWSRX vs. RWIFX commentary
Sep 21, 2024
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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. AWSRX (630M). RWIFX pays higher dividends than AWSRX: RWIFX (1.94) vs AWSRX (0.04). AWSRX was incepted earlier than RWIFX: AWSRX (13 years) vs RWIFX (22 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). AWSRX annual gain was more profitable for investors over the last year : 28.28 vs. RWIFX (25.07). RWIFX return over 5 years is better than : 46.97 vs. AWSRX (16.27).
| AWSRX | RWIFX | AWSRX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 17.005 | 14.428 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 128B | 0% |
| Annual Yield % from dividends | 0.04 | 1.94 | 2% |
| Returns for 1 year | 28.28 | 25.07 | 113% |
| Returns for 3 years | 3.31 | 9.73 | 34% |
| Returns for 5 years | 16.27 | 46.97 | 35% |
| Returns for 10 years | 10.47 | 54.30 | 19% |
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