Ad is loading...
AWSAX vs RWIEX
AWSAX vs RWIEX Comparison
Open Charts AWSAX vs RWIEX
Invesco Global Core Equity A
Price$16.19
Change+$0.15 (+0.94%)
VolumeN/A
Net Assets613.29M
American Funds Capital World Gr&Inc R4
Price$66.13
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
AWSAX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSAX vs. RWIEX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. AWSAX (613M). RWIEX pays higher dividends than AWSAX: RWIEX (1.68) vs AWSAX (0.26). AWSAX was incepted earlier than RWIEX: AWSAX (24 years) vs RWIEX (23 years). AWSAX is a more actively managed with annual turnover of: 107.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than AWSAX: RWIEX (250) vs AWSAX (1000). AWSAX annual gain was more profitable for investors over the last year : 13.19 vs. RWIEX (11.54). RWIEX return over 5 years is better than : 36.03 vs. AWSAX (9.33).
| AWSAX | RWIEX | AWSAX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 4.452 | 4.388 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 128B | 0% |
| Annual Yield % from dividends | 0.26 | 1.68 | 15% |
| Returns for 1 year | 13.19 | 11.54 | 114% |
| Returns for 3 years | 8.92 | 13.31 | 67% |
| Returns for 5 years | 9.33 | 36.03 | 26% |
| Returns for 10 years | 26.59 | 50.04 | 53% |
View a ticker or compare two or three
VS
VS
Ad is loading...