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AWSAX vs RWIAX
AWSAX vs RWIAX Comparison
Open Charts AWSAX vs RWIAX
Invesco Global Core Equity A
Price$17.01
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets625.33M
American Funds Capital World Gr&Inc R1
Price$70.74
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AWSAX vs RWIAX Comparison Chart in %
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AWSAX vs. RWIAX commentary
Jul 07, 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 AWSAX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 136B vs. AWSAX (625M). AWSAX pays higher dividends than RWIAX: AWSAX (1.45) vs RWIAX (0.81). AWSAX was incepted earlier than RWIAX: AWSAX (25 years) vs RWIAX (23 years). AWSAX is a more actively managed with annual turnover of: 46.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than AWSAX: RWIAX (250) vs AWSAX (1000). RWIAX annual gain was more profitable for investors over the last year : 8.49 vs. AWSAX (7.19). RWIAX return over 5 years is better than : 48.85 vs. AWSAX (21.91).
| AWSAX | RWIAX | AWSAX / RWIAX | |
| Total Expense Ratio | N/A | 1.51 | - |
| Annual Report Gross Expense Ratio | N/A | 1.51 | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 9.742 | 13.153 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.45 | 0.81 | 178% |
| Returns for 1 year | 7.19 | 8.49 | 85% |
| Returns for 3 years | 34.94 | 47.32 | 74% |
| Returns for 5 years | 21.91 | 48.85 | 45% |
| Returns for 10 years | 28.28 | 58.41 | 48% |
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