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AWSYX vs RWIFX
AWSYX vs RWIFX Comparison
Open Charts AWSYX vs RWIFX
Invesco Global Core Equity Y
Price$16.04
Change-$0.25 (-1.53%)
VolumeN/A
Net Assets609.6M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
AWSYX vs RWIFX Comparison Chart
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AWSYX vs. RWIFX commentary
Feb 23, 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 AWSYX is a Buy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. AWSYX (610M). RWIFX pays higher dividends than AWSYX: RWIFX (1.94) vs AWSYX (0.50). AWSYX was incepted earlier than RWIFX: AWSYX (16 years) vs RWIFX (23 years). AWSYX is a more actively managed with annual turnover of: 107.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AWSYX: RWIFX (250) vs AWSYX (1000). RWIFX (7.41) and AWSYX (7.35) have marching annual gain over last year. RWIFX return over 5 years is better than : 33.89 vs. AWSYX (7.20).
| AWSYX | RWIFX | AWSYX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 3.618 | 4.358 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 128B | 0% |
| Annual Yield % from dividends | 0.50 | 1.94 | 26% |
| Returns for 1 year | 7.35 | 7.41 | 99% |
| Returns for 3 years | 12.20 | 17.26 | 71% |
| Returns for 5 years | 7.20 | 33.89 | 21% |
| Returns for 10 years | 22.22 | 46.04 | 48% |
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