Ad is loading...
AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$16.16
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets607.22M
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AWSIX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSIX vs. RWIEX commentary
Jan 19, 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 RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. AWSIX (607M). RWIEX pays higher dividends than AWSIX: RWIEX (1.68) vs AWSIX (0.52). AWSIX was incepted earlier than RWIEX: AWSIX (19 years) vs RWIEX (23 years). AWSIX is a more actively managed with annual turnover of: 107.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than AWSIX: RWIEX (250) vs AWSIX (1000000). AWSIX annual gain was more profitable for investors over the last year : 13.43 vs. RWIEX (10.94). RWIEX return over 5 years is better than : 27.76 vs. AWSIX (3.62).
| AWSIX | RWIEX | AWSIX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.149 | 2.068 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 127B | 0% |
| Annual Yield % from dividends | 0.52 | 1.68 | 31% |
| Returns for 1 year | 13.43 | 10.94 | 123% |
| Returns for 3 years | 5.92 | 8.62 | 69% |
| Returns for 5 years | 3.62 | 27.76 | 13% |
| Returns for 10 years | 28.60 | 47.94 | 60% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers