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AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$15.13
Change-$0.56 (-3.57%)
VolumeN/A
Net Assets576.7M
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
AWSIX vs RWIEX Comparison Chart
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AWSIX vs. RWIEX commentary
Apr 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 AWSIX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 123B vs. AWSIX (577M). AWSIX pays higher dividends than RWIEX: AWSIX (2.09) vs RWIEX (1.63). AWSIX was incepted earlier than RWIEX: AWSIX (19 years) vs RWIEX (23 years). AWSIX (0.97) is less costly to investors than RWIEX (0.76). 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 : 0.58 vs. RWIEX (0.23). RWIEX return over 5 years is better than : 68.33 vs. AWSIX (44.55).
| AWSIX | RWIEX | AWSIX / RWIEX | |
| Total Expense Ratio | 0.96 | 0.76 | 126% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -0.822 | 0.869 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 123B | 0% |
| Annual Yield % from dividends | 2.09 | 1.63 | 128% |
| Returns for 1 year | 0.58 | 0.23 | 255% |
| Returns for 3 years | 5.80 | 11.51 | 50% |
| Returns for 5 years | 44.55 | 68.33 | 65% |
| Returns for 10 years | 17.62 | 41.09 | 43% |
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