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AWSAX vs RWIEX
AWSAX vs RWIEX Comparison
Open Charts AWSAX vs RWIEX
Invesco Global Core Equity A
Price$17.61
Change-$0.32 (-1.78%)
VolumeN/A
Net Assets628.92M
American Funds Capital World Gr&Inc R4
Price$75.96
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
AWSAX vs RWIEX Comparison Chart in %
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AWSAX vs. RWIEX commentary
Nov 14, 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 StrongBuy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 144B vs. AWSAX (629M). AWSAX (1.36) and RWIEX (1.35) have matching dividends . AWSAX was incepted earlier than RWIEX: AWSAX (25 years) vs RWIEX (23 years). AWSAX (1.27) is less costly to investors than RWIEX (0.76). AWSAX is a more actively managed with annual turnover of: 46.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than AWSAX: RWIEX (250) vs AWSAX (1000). RWIEX annual gain was more profitable for investors over the last year : 15.02 vs. AWSAX (6.57). RWIEX return over 5 years is better than : 47.80 vs. AWSAX (10.61).
| AWSAX | RWIEX | AWSAX / RWIEX | |
| Total Expense Ratio | 1.27 | 0.76 | 167% |
| Annual Report Gross Expense Ratio | 1.27 | 0.76 | 167% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 15.677 | 23.416 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 144B | 0% |
| Annual Yield % from dividends | 1.36 | 1.35 | 101% |
| Returns for 1 year | 6.57 | 15.02 | 44% |
| Returns for 3 years | 43.91 | 56.15 | 78% |
| Returns for 5 years | 10.61 | 47.80 | 22% |
| Returns for 10 years | 42.40 | 86.00 | 49% |
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