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AWSYX vs RWIEX
AWSYX vs RWIEX Comparison
Open Charts AWSYX vs RWIEX
Invesco Global Core Equity Y
Price$15.51
Change-$0.41 (-2.58%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$63.45
Change-$1.80 (-2.76%)
VolumeN/A
CapitalizationN/A
AWSYX vs RWIEX Comparison Chart
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AWSYX vs. RWIEX commentary
Dec 19, 2024
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 AWSYX is a StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 121B vs. AWSYX (624M). RWIEX pays higher dividends than AWSYX: RWIEX (1.68) vs AWSYX (0.50). AWSYX was incepted earlier than RWIEX: AWSYX (16 years) vs RWIEX (22 years). AWSYX is a more actively managed with annual turnover of: 107.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than AWSYX: RWIEX (250) vs AWSYX (1000). AWSYX annual gain was more profitable for investors over the last year : 14.11 vs. RWIEX (12.05). RWIEX return over 5 years is better than : 32.50 vs. AWSYX (6.61).
| AWSYX | RWIEX | AWSYX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 13.075 | 10.464 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 121B | 1% |
| Annual Yield % from dividends | 0.50 | 1.68 | 30% |
| Returns for 1 year | 14.11 | 12.05 | 117% |
| Returns for 3 years | 4.95 | 9.96 | 50% |
| Returns for 5 years | 6.61 | 32.50 | 20% |
| Returns for 10 years | 25.81 | 47.77 | 54% |
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