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AWSRX vs RWIFX
AWSRX vs RWIFX Comparison
Open Charts AWSRX vs RWIFX
Invesco Global Core Equity R
Price$15.94
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets597.05M
American Funds Capital World Gr&Inc R5
Price$67.13
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets128.47B
AWSRX vs RWIFX Comparison Chart
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AWSRX vs. RWIFX commentary
May 24, 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: 128B vs. AWSRX (597M). RWIFX pays higher dividends than AWSRX: RWIFX (1.91) vs AWSRX (1.16). 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 : 3.79 vs. AWSRX (2.65). RWIFX return over 5 years is better than : 56.08 vs. AWSRX (24.30).
| 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 | 3.687 | 6.030 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 128B | 0% |
| Annual Yield % from dividends | 1.16 | 1.91 | 61% |
| Returns for 1 year | 2.65 | 3.79 | 70% |
| Returns for 3 years | 24.45 | 31.00 | 79% |
| Returns for 5 years | 24.30 | 56.08 | 43% |
| Returns for 10 years | 14.34 | 45.78 | 31% |
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