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AWSAX vs RWIEX
AWSAX vs RWIEX Comparison
Open Charts AWSAX vs RWIEX
Invesco Global Core Equity A
Price$17.28
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets628.25M
American Funds Capital World Gr&Inc R4
Price$72.55
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets136.73B
AWSAX vs RWIEX Comparison Chart in %
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AWSAX vs. RWIEX commentary
Aug 30, 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: 137B vs. AWSAX (628M). RWIEX (1.46) and AWSAX (1.44) have matching dividends . AWSAX was incepted earlier than RWIEX: AWSAX (25 years) vs RWIEX (23 years). AWSAX (1.27) is less costly to investors than RWIEX (0.76). 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 : 9.74 vs. AWSAX (5.47). RWIEX return over 5 years is better than : 43.43 vs. AWSAX (11.51).
| AWSAX | RWIEX | AWSAX / RWIEX | |
| Total Expense Ratio | 1.27 | 0.76 | 167% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 12.000 | 15.442 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 628M | 137B | 0% |
| Annual Yield % from dividends | 1.44 | 1.46 | 99% |
| Returns for 1 year | 5.47 | 9.74 | 56% |
| Returns for 3 years | 39.56 | 50.14 | 79% |
| Returns for 5 years | 11.51 | 43.43 | 27% |
| Returns for 10 years | 41.03 | 78.33 | 52% |
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