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AWSAX vs RWIEX
AWSAX vs RWIEX Comparison
Open Charts AWSAX vs RWIEX
Invesco Global Core Equity A
Price$14.57
Change-$0.43 (-2.87%)
VolumeN/A
Net Assets561.92M
American Funds Capital World Gr&Inc R4
Price$59.56
Change-$0.99 (-1.64%)
VolumeN/A
Net Assets116.98B
AWSAX vs RWIEX Comparison Chart
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AWSAX vs. RWIEX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. AWSAX (562M). RWIEX (1.63) and AWSAX (1.59) have matching dividends . AWSAX was incepted earlier than RWIEX: AWSAX (24 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: 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 : -1.44 vs. RWIEX (-4.04). RWIEX return over 5 years is better than : 46.83 vs. AWSAX (23.83).
| AWSAX | RWIEX | AWSAX / RWIEX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -3.226 | -4.134 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 117B | 0% |
| Annual Yield % from dividends | 1.59 | 1.63 | 98% |
| Returns for 1 year | -1.44 | -4.04 | 36% |
| Returns for 3 years | 5.88 | 9.90 | 59% |
| Returns for 5 years | 23.83 | 46.83 | 51% |
| Returns for 10 years | 11.38 | 32.51 | 35% |
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