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AWSYX vs RWIFX
AWSYX vs RWIFX Comparison
Open Charts AWSYX vs RWIFX
Invesco Global Core Equity Y
Price$17.53
Change-$0.05 (-0.28%)
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
AWSYX vs RWIFX Comparison Chart in %
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AWSYX 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 AWSYX is a Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. AWSYX (635M). AWSYX pays higher dividends than RWIFX: AWSYX (1.85) vs RWIFX (1.69). AWSYX was incepted earlier than RWIFX: AWSYX (17 years) vs RWIFX (23 years). AWSYX (1.02) is less costly to investors than RWIFX (0.46). AWSYX is a more actively managed with annual turnover of: 46.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AWSYX: RWIFX (250) vs AWSYX (1000). RWIFX annual gain was more profitable for investors over the last year : 10.70 vs. AWSYX (5.60). RWIFX return over 5 years is better than : 56.27 vs. AWSYX (19.41).
| AWSYX | RWIFX | AWSYX / RWIFX | |
| Total Expense Ratio | 1.02 | 0.46 | 222% |
| Annual Report Gross Expense Ratio | 1.02 | 0.46 | 222% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 13.566 | 18.609 | 73% |
| 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 | 1.85 | 1.69 | 110% |
| Returns for 1 year | 5.60 | 10.70 | 52% |
| Returns for 3 years | 60.48 | 70.21 | 86% |
| Returns for 5 years | 19.41 | 56.27 | 34% |
| Returns for 10 years | 50.68 | 91.68 | 55% |
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