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AWSIX vs RWICX
AWSIX vs RWICX Comparison
Open Charts AWSIX vs RWICX
Invesco Global Core Equity R5
Price$14.34
Change-$0.79 (-5.22%)
VolumeN/A
Net Assets576.7M
American Funds Capital World Gr&Inc R3
Price$57.46
Change-$3.69 (-6.03%)
VolumeN/A
Net Assets111.7B
AWSIX vs RWICX Comparison Chart
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AWSIX vs. RWICX commentary
Apr 07, 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 AWSIX is a Buy and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 112B vs. AWSIX (577M). AWSIX pays higher dividends than RWICX: AWSIX (2.09) vs RWICX (1.35). AWSIX was incepted earlier than RWICX: AWSIX (19 years) vs RWICX (23 years). RWICX (1.06) is less costly to investors than AWSIX (0.97). AWSIX is a more actively managed with annual turnover of: 107.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than AWSIX: RWICX (250) vs AWSIX (1000000). AWSIX annual gain was more profitable for investors over the last year : -7.20 vs. RWICX (-8.38). RWICX return over 5 years is better than : 51.06 vs. AWSIX (32.11).
| AWSIX | RWICX | AWSIX / RWICX | |
| Total Expense Ratio | 0.96 | 1.06 | 91% |
| Annual Report Gross Expense Ratio | 0.97 | 1.06 | 92% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -9.355 | -8.599 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 112B | 1% |
| Annual Yield % from dividends | 2.09 | 1.35 | 155% |
| Returns for 1 year | -7.20 | -8.38 | 86% |
| Returns for 3 years | -2.34 | 1.87 | -125% |
| Returns for 5 years | 32.11 | 51.06 | 63% |
| Returns for 10 years | 7.65 | 26.39 | 29% |