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AWSAX vs RWIEX
AWSAX vs RWIEX Comparison
Open Charts AWSAX vs RWIEX
Invesco Global Core Equity A
Price$15.74
Change-$0.21 (-1.32%)
VolumeN/A
Net Assets604.43M
American Funds Capital World Gr&Inc R4
Price$65.28
Change-$0.33 (-0.50%)
VolumeN/A
Net Assets127.38B
AWSAX vs RWIEX Comparison Chart
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AWSAX vs. RWIEX commentary
Mar 04, 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: 127B vs. AWSAX (604M). 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 : 5.76 vs. RWIEX (4.72). RWIEX return over 5 years is better than : 38.03 vs. AWSAX (13.37).
| 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 | 2.903 | 3.047 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 127B | 0% |
| Annual Yield % from dividends | 0.26 | 1.68 | 15% |
| Returns for 1 year | 5.76 | 4.72 | 122% |
| Returns for 3 years | 16.63 | 19.96 | 83% |
| Returns for 5 years | 13.37 | 38.03 | 35% |
| Returns for 10 years | 20.55 | 45.72 | 45% |
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