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AWSAX vs RWIEX
AWSAX vs RWIEX Comparison
Open Charts AWSAX vs RWIEX
Invesco Global Core Equity A
Price$17.66
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets635.02M
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
AWSAX vs RWIEX Comparison Chart in %
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AWSAX vs. RWIEX commentary
Oct 19, 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 Hold and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. AWSAX (635M). RWIEX (1.38) and AWSAX (1.38) 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 : 10.77 vs. AWSAX (4.72). RWIEX return over 5 years is better than : 50.71 vs. AWSAX (12.60).
| 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 | 13.935 | 19.970 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 141B | 0% |
| Annual Yield % from dividends | 1.38 | 1.38 | 100% |
| Returns for 1 year | 4.72 | 10.77 | 44% |
| Returns for 3 years | 55.87 | 66.98 | 83% |
| Returns for 5 years | 12.60 | 50.71 | 25% |
| Returns for 10 years | 37.58 | 77.20 | 49% |
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