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AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$16.39
Change-$0.25 (-1.50%)
VolumeN/A
Net Assets619.11M
American Funds Capital World Gr&Inc R4
Price$66.09
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets130.16B
AWSIX vs RWIEX Comparison Chart
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AWSIX vs. RWIEX commentary
Feb 23, 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: 130B vs. AWSIX (619M). 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). RWIEX annual gain was more profitable for investors over the last year : 10.59 vs. AWSIX (9.21). RWIEX return over 5 years is better than : 34.76 vs. AWSIX (9.60).
| 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 | 5.183 | 5.983 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 130B | 0% |
| Annual Yield % from dividends | 0.52 | 1.68 | 31% |
| Returns for 1 year | 9.21 | 10.59 | 87% |
| Returns for 3 years | 14.30 | 17.03 | 84% |
| Returns for 5 years | 9.60 | 34.76 | 28% |
| Returns for 10 years | 25.26 | 47.31 | 53% |
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