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AWSRX vs RWIFX
AWSRX vs RWIFX Comparison
Open Charts AWSRX vs RWIFX
Invesco Global Core Equity R
Price$17.43
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets635.32M
American Funds Capital World Gr&Inc R5
Price$74.43
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
AWSRX vs RWIFX Comparison Chart in %
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AWSRX vs. RWIFX commentary
Sep 26, 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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. AWSRX (635M). RWIFX pays higher dividends than AWSRX: RWIFX (1.69) vs AWSRX (1.04). 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: 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 : 10.70 vs. AWSRX (5.08). RWIFX return over 5 years is better than : 56.27 vs. AWSRX (16.32).
| AWSRX | RWIFX | AWSRX / RWIFX | |
| Total Expense Ratio | 1.52 | 0.46 | 330% |
| Annual Report Gross Expense Ratio | 1.52 | 0.46 | 330% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 13.066 | 18.609 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 141B | 0% |
| Annual Yield % from dividends | 1.04 | 1.69 | 61% |
| Returns for 1 year | 5.08 | 10.70 | 48% |
| Returns for 3 years | 58.02 | 70.21 | 83% |
| Returns for 5 years | 16.32 | 56.27 | 29% |
| Returns for 10 years | 44.54 | 91.68 | 49% |
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