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AWSRX vs RWIFX
AWSRX vs RWIFX Comparison
Open Charts AWSRX vs RWIFX
Invesco Global Core Equity R
Price$15.49
Change-$0.40 (-2.52%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
AWSRX vs RWIFX Comparison Chart
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AWSRX vs. RWIFX commentary
Dec 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. AWSRX (624M). 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). AWSRX annual gain was more profitable for investors over the last year : 13.55 vs. RWIFX (8.79). RWIFX return over 5 years is better than : 29.95 vs. AWSRX (3.84).
| 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 | 12.437 | 7.959 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 121B | 1% |
| Annual Yield % from dividends | 0.04 | 1.94 | 2% |
| Returns for 1 year | 13.55 | 8.79 | 154% |
| Returns for 3 years | 3.30 | 7.79 | 42% |
| Returns for 5 years | 3.84 | 29.95 | 13% |
| Returns for 10 years | 20.68 | 45.40 | 46% |
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