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AWSAX vs RWIEX
AWSAX vs RWIEX Comparison
Open Charts AWSAX vs RWIEX
Invesco Global Core Equity A
Price$16.89
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets618.27M
American Funds Capital World Gr&Inc R4
Price$71.16
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
AWSAX vs RWIEX Comparison Chart in %
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AWSAX vs. RWIEX commentary
Jul 17, 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 AWSAX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. AWSAX (618M). RWIEX (1.46) and AWSAX (1.45) have matching dividends . AWSAX was incepted earlier than RWIEX: AWSAX (25 years) vs RWIEX (23 years). AWSAX is a more actively managed with annual turnover of: 46.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than AWSAX: RWIEX (250) vs AWSAX (1000). RWIEX annual gain was more profitable for investors over the last year : 6.87 vs. AWSAX (3.11). RWIEX return over 5 years is better than : 48.57 vs. AWSAX (16.70).
| AWSAX | RWIEX | AWSAX / RWIEX | |
| Total Expense Ratio | N/A | 0.76 | - |
| Annual Report Gross Expense Ratio | N/A | 0.76 | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 8.710 | 13.231 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 618M | 135B | 0% |
| Annual Yield % from dividends | 1.45 | 1.46 | 99% |
| Returns for 1 year | 3.11 | 6.87 | 45% |
| Returns for 3 years | 35.14 | 51.87 | 68% |
| Returns for 5 years | 16.70 | 48.57 | 34% |
| Returns for 10 years | 22.97 | 57.59 | 40% |