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AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$16.43
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets597.05M
American Funds Capital World Gr&Inc R4
Price$66.89
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
AWSIX vs RWIEX Comparison Chart
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AWSIX vs. RWIEX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 128B vs. AWSIX (597M). AWSIX pays higher dividends than RWIEX: AWSIX (2.06) vs RWIEX (1.61). 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 (3.45) and AWSIX (3.38) have marching annual gain over last year. RWIEX return over 5 years is better than : 54.48 vs. AWSIX (28.51).
| 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 | 3.919 | 5.903 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 128B | 0% |
| Annual Yield % from dividends | 2.06 | 1.61 | 128% |
| Returns for 1 year | 3.38 | 3.45 | 98% |
| Returns for 3 years | 26.70 | 30.09 | 89% |
| Returns for 5 years | 28.51 | 54.48 | 52% |
| Returns for 10 years | 20.25 | 44.23 | 46% |