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AWSIX vs RWIFX
AWSIX vs RWIFX Comparison
Open Charts AWSIX vs RWIFX
Invesco Global Core Equity R5
Price$17.08
Change-$1.11 (-6.10%)
VolumeN/A
Net Assets628.39M
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
AWSIX vs RWIFX Comparison Chart in %
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AWSIX vs. RWIFX commentary
Feb 05, 2026
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 AWSIX is a Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. AWSIX (628M). RWIFX pays higher dividends than AWSIX: RWIFX (1.70) vs AWSIX (0.68). AWSIX was incepted earlier than RWIFX: AWSIX (20 years) vs RWIFX (24 years). AWSIX (0.97) is less costly to investors than RWIFX (0.46). AWSIX is a more actively managed with annual turnover of: 46.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AWSIX: RWIFX (250) vs AWSIX (1000000). RWIFX annual gain was more profitable for investors over the last year : 16.61 vs. AWSIX (5.39). RWIFX return over 5 years is better than : 32.39 vs. AWSIX (17.02).
| AWSIX | RWIFX | AWSIX / RWIFX | |
| Total Expense Ratio | 0.97 | 0.46 | 211% |
| Annual Report Gross Expense Ratio | 0.97 | 0.46 | 211% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 1.909 | 4.964 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 142B | 0% |
| Annual Yield % from dividends | 0.68 | 1.70 | 40% |
| Returns for 1 year | 5.39 | 16.61 | 32% |
| Returns for 3 years | 29.73 | 44.56 | 67% |
| Returns for 5 years | 17.02 | 32.39 | 53% |
| Returns for 10 years | 52.28 | 102.75 | 51% |
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