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AWSRX vs RWIBX
AWSRX vs RWIBX Comparison
Open Charts AWSRX vs RWIBX
Invesco Global Core Equity R
Price$17.14
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets627.37M
American Funds Capital World Gr&Inc R2
Price$71.57
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
AWSRX vs RWIBX Comparison Chart in %
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AWSRX vs. RWIBX commentary
Aug 18, 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 AWSRX is a Buy and RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 137B vs. AWSRX (627M). AWSRX pays higher dividends than RWIBX: AWSRX (1.06) vs RWIBX (0.82). AWSRX was incepted earlier than RWIBX: AWSRX (14 years) vs RWIBX (23 years). AWSRX is a more actively managed with annual turnover of: 46.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than AWSRX: RWIBX (250) vs AWSRX (1000). RWIBX annual gain was more profitable for investors over the last year : 10.52 vs. AWSRX (5.81). RWIBX return over 5 years is better than : 43.49 vs. AWSRX (12.66).
| AWSRX | RWIBX | AWSRX / RWIBX | |
| Total Expense Ratio | N/A | 1.51 | - |
| Annual Report Gross Expense Ratio | N/A | 1.51 | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.867 | 14.943 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 137B | 0% |
| Annual Yield % from dividends | 1.06 | 0.82 | 129% |
| Returns for 1 year | 5.81 | 10.52 | 55% |
| Returns for 3 years | 26.37 | 38.46 | 69% |
| Returns for 5 years | 12.66 | 43.49 | 29% |
| Returns for 10 years | 25.87 | 59.55 | 43% |
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