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AWSYX vs RWIFX
AWSYX vs RWIFX Comparison
Open Charts AWSYX vs RWIFX
Invesco Global Core Equity Y
Price$14.99
Change+$1.23 (+8.94%)
VolumeN/A
Net Assets515.94M
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets116.98B
AWSYX vs RWIFX Comparison Chart
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AWSYX vs. RWIFX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 117B vs. AWSYX (516M). AWSYX pays higher dividends than RWIFX: AWSYX (2.09) vs RWIFX (1.93). 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: 107.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AWSYX: RWIFX (250) vs AWSYX (1000). AWSYX (-10.27) and RWIFX (-10.59) have marching annual gain over last year. RWIFX return over 5 years is better than : 38.79 vs. AWSYX (15.08).
| AWSYX | RWIFX | AWSYX / RWIFX | |
| Total Expense Ratio | 1.01 | 0.46 | 220% |
| Annual Report Gross Expense Ratio | 1.02 | 0.46 | 222% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -11.111 | -10.236 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 117B | 0% |
| Annual Yield % from dividends | 2.09 | 1.93 | 108% |
| Returns for 1 year | -10.27 | -10.59 | 97% |
| Returns for 3 years | -3.62 | 2.13 | -170% |
| Returns for 5 years | 15.08 | 38.79 | 39% |
| Returns for 10 years | 3.83 | 24.94 | 15% |
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