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AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$17.50
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets625.79M
American Funds Capital World Gr&Inc R4
Price$72.28
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
AWSIX vs RWIEX Comparison Chart in %
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AWSIX vs. RWIEX commentary
Jul 26, 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 StrongBuy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. AWSIX (626M). AWSIX pays higher dividends than RWIEX: AWSIX (1.89) vs RWIEX (1.46). AWSIX was incepted earlier than RWIEX: AWSIX (20 years) vs RWIEX (23 years). AWSIX is a more actively managed with annual turnover of: 46.00 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 : 13.78 vs. AWSIX (8.64). RWIEX return over 5 years is better than : 51.20 vs. AWSIX (20.70).
| AWSIX | RWIEX | AWSIX / RWIEX | |
| Total Expense Ratio | N/A | 0.76 | - |
| Annual Report Gross Expense Ratio | N/A | 0.76 | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.493 | 15.013 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 137B | 0% |
| Annual Yield % from dividends | 1.89 | 1.46 | 130% |
| Returns for 1 year | 8.64 | 13.78 | 63% |
| Returns for 3 years | 37.38 | 50.99 | 73% |
| Returns for 5 years | 20.70 | 51.20 | 40% |
| Returns for 10 years | 31.40 | 63.09 | 50% |