Ad is loading...
AWSYX vs RWIEX
AWSYX vs RWIEX Comparison
Open Charts AWSYX vs RWIEX
Invesco Global Core Equity Y
Price$14.99
Change+$1.23 (+8.94%)
VolumeN/A
Net Assets515.94M
American Funds Capital World Gr&Inc R4
Price$60.55
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets116.98B
AWSYX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSYX vs. RWIEX commentary
Apr 11, 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 AWSYX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. AWSYX (516M). AWSYX pays higher dividends than RWIEX: AWSYX (2.09) vs RWIEX (1.63). AWSYX was incepted earlier than RWIEX: AWSYX (17 years) vs RWIEX (23 years). AWSYX (1.02) is less costly to investors than RWIEX (0.76). 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 : -10.27 vs. RWIEX (-10.88). RWIEX return over 5 years is better than : 37.38 vs. AWSYX (15.08).
| AWSYX | RWIEX | AWSYX / RWIEX | |
| Total Expense Ratio | 1.01 | 0.76 | 133% |
| Annual Report Gross Expense Ratio | 1.02 | 0.76 | 134% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -11.111 | -10.309 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 117B | 0% |
| Annual Yield % from dividends | 2.09 | 1.63 | 128% |
| Returns for 1 year | -10.27 | -10.88 | 94% |
| Returns for 3 years | -3.62 | 1.43 | -253% |
| Returns for 5 years | 15.08 | 37.38 | 40% |
| Returns for 10 years | 3.83 | 23.61 | 16% |
View a ticker or compare two or three
VS
VS
Ad is loading...