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AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$15.53
Change+$0.27 (+1.77%)
VolumeN/A
Net Assets558.23M
American Funds Capital World Gr&Inc R4
Price$62.93
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
AWSIX vs RWIEX Comparison Chart
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AWSIX vs. RWIEX commentary
Apr 25, 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: 119B vs. AWSIX (558M). AWSIX pays higher dividends than RWIEX: AWSIX (2.09) vs RWIEX (1.63). AWSIX was incepted earlier than RWIEX: AWSIX (20 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). RWIEX annual gain was more profitable for investors over the last year : 1.44 vs. AWSIX (-2.29). RWIEX return over 5 years is better than : 51.08 vs. AWSIX (24.05).
| AWSIX | RWIEX | AWSIX / RWIEX | |
| Total Expense Ratio | 0.96 | 0.76 | 126% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -4.804 | -0.366 | 1,311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 119B | 0% |
| Annual Yield % from dividends | 2.09 | 1.63 | 128% |
| Returns for 1 year | -2.29 | 1.44 | -160% |
| Returns for 3 years | 8.44 | 18.55 | 45% |
| Returns for 5 years | 24.05 | 51.08 | 47% |
| Returns for 10 years | 10.90 | 35.88 | 30% |
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