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AWSYX vs RWIFX
AWSYX vs RWIFX Comparison
Open Charts AWSYX vs RWIFX
Invesco Global Core Equity Y
Price$16.76
Change-$0.26 (-1.53%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
AWSYX vs RWIFX Comparison Chart
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AWSYX vs. RWIFX commentary
Nov 18, 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 AWSYX is a Buy and RWIFX is a Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B 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). AWSYX annual gain was more profitable for investors over the last year : 21.15 vs. RWIFX (19.46). RWIFX return over 5 years is better than : 39.97 vs. AWSYX (14.25).
| 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 | 16.713 | 13.399 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 125B | 0% |
| Annual Yield % from dividends | 0.50 | 1.94 | 26% |
| Returns for 1 year | 21.15 | 19.46 | 109% |
| Returns for 3 years | -0.44 | 3.86 | -11% |
| Returns for 5 years | 14.25 | 39.97 | 36% |
| Returns for 10 years | 14.99 | 50.91 | 29% |
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