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AWSRX vs RWIFX
AWSRX vs RWIFX Comparison
Open Charts AWSRX vs RWIFX
Invesco Global Core Equity R
Price$17.52
Change-$0.32 (-1.79%)
VolumeN/A
Net Assets628.92M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
AWSRX vs RWIFX Comparison Chart in %
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AWSRX vs. RWIFX commentary
Nov 14, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. AWSRX (629M). RWIFX pays higher dividends than AWSRX: RWIFX (1.60) vs AWSRX (1.00). AWSRX was incepted earlier than RWIFX: AWSRX (14 years) vs RWIFX (24 years). AWSRX (1.52) is less costly to investors than RWIFX (0.46). AWSRX is a more actively managed with annual turnover of: 46.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AWSRX: RWIFX (250) vs AWSRX (1000). RWIFX annual gain was more profitable for investors over the last year : 15.39 vs. AWSRX (6.30). RWIFX return over 5 years is better than : 49.55 vs. AWSRX (9.15).
| AWSRX | RWIFX | AWSRX / RWIFX | |
| Total Expense Ratio | 1.52 | 0.46 | 330% |
| Annual Report Gross Expense Ratio | 1.52 | 0.46 | 330% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 15.395 | 23.740 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 144B | 0% |
| Annual Yield % from dividends | 1.00 | 1.60 | 63% |
| Returns for 1 year | 6.30 | 15.39 | 41% |
| Returns for 3 years | 42.77 | 57.49 | 74% |
| Returns for 5 years | 9.15 | 49.55 | 18% |
| Returns for 10 years | 39.45 | 88.26 | 45% |
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