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AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$16.67
Change-$0.25 (-1.48%)
VolumeN/A
Net Assets611.77M
American Funds Capital World Gr&Inc R4
Price$68.51
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
AWSIX vs RWIEX Comparison Chart
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AWSIX vs. RWIEX commentary
Jun 15, 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: 132B vs. AWSIX (612M). AWSIX pays higher dividends than RWIEX: AWSIX (1.96) vs RWIEX (1.53). 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 (6.32) and AWSIX (6.07) have marching annual gain over last year. RWIEX return over 5 years is better than : 51.75 vs. AWSIX (23.46).
| 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 | 6.953 | 9.014 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 132B | 0% |
| Annual Yield % from dividends | 1.96 | 1.53 | 129% |
| Returns for 1 year | 6.07 | 6.32 | 96% |
| Returns for 3 years | 39.47 | 43.98 | 90% |
| Returns for 5 years | 23.46 | 51.75 | 45% |
| Returns for 10 years | 25.28 | 51.97 | 49% |
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