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AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$17.97
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets637.21M
American Funds Capital World Gr&Inc R4
Price$74.64
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
AWSIX vs RWIEX Comparison Chart in %
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AWSIX vs. RWIEX commentary
Sep 18, 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: 141B vs. AWSIX (637M). AWSIX pays higher dividends than RWIEX: AWSIX (1.85) vs RWIEX (1.43). 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: 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 : 13.35 vs. AWSIX (7.30). RWIEX return over 5 years is better than : 52.81 vs. AWSIX (17.53).
| AWSIX | RWIEX | AWSIX / RWIEX | |
| Total Expense Ratio | 0.97 | 0.76 | 128% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 13.654 | 19.077 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 141B | 0% |
| Annual Yield % from dividends | 1.85 | 1.43 | 129% |
| Returns for 1 year | 7.30 | 13.35 | 55% |
| Returns for 3 years | 49.53 | 58.93 | 84% |
| Returns for 5 years | 17.53 | 52.81 | 33% |
| Returns for 10 years | 44.78 | 81.18 | 55% |
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