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AWSRX vs RWIFX
AWSRX vs RWIFX Comparison
Open Charts AWSRX vs RWIFX
Invesco Global Core Equity R
Price$16.55
Change-$1.15 (-6.50%)
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
AWSRX vs RWIFX Comparison Chart in %
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AWSRX 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 AWSRX is a Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. AWSRX (628M). RWIFX pays higher dividends than AWSRX: RWIFX (1.70) vs AWSRX (0.70). AWSRX was incepted earlier than RWIFX: AWSRX (15 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 : 16.61 vs. AWSRX (4.58). RWIFX return over 5 years is better than : 32.39 vs. AWSRX (13.26).
| AWSRX | RWIFX | AWSRX / RWIFX | |
| Total Expense Ratio | 1.52 | 0.46 | 330% |
| Annual Report Gross Expense Ratio | 1.52 | 0.46 | 330% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 1.846 | 4.964 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 142B | 0% |
| Annual Yield % from dividends | 0.70 | 1.70 | 41% |
| Returns for 1 year | 4.58 | 16.61 | 28% |
| Returns for 3 years | 27.17 | 44.56 | 61% |
| Returns for 5 years | 13.26 | 32.39 | 41% |
| Returns for 10 years | 43.76 | 102.75 | 43% |
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