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AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$15.84
Change-$0.42 (-2.58%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
AWSIX vs RWIEX Comparison Chart
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AWSIX vs. RWIEX commentary
Dec 19, 2024
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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. AWSIX (624M). RWIEX pays higher dividends than AWSIX: RWIEX (1.68) vs AWSIX (0.52). AWSIX was incepted earlier than RWIEX: AWSIX (19 years) vs RWIEX (22 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 : 14.29 vs. RWIEX (12.05). RWIEX return over 5 years is better than : 32.50 vs. AWSIX (7.37).
| AWSIX | RWIEX | AWSIX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 13.201 | 10.464 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 121B | 1% |
| Annual Yield % from dividends | 0.52 | 1.68 | 31% |
| Returns for 1 year | 14.29 | 12.05 | 119% |
| Returns for 3 years | 5.24 | 9.96 | 53% |
| Returns for 5 years | 7.37 | 32.50 | 23% |
| Returns for 10 years | 27.07 | 47.77 | 57% |
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