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AWSIX vs RWIAX
AWSIX vs RWIAX Comparison
Open Charts AWSIX vs RWIAX
Invesco Global Core Equity R5
Price$17.50
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets626.35M
American Funds Capital World Gr&Inc R1
Price$71.60
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
AWSIX vs RWIAX Comparison Chart in %
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AWSIX vs. RWIAX commentary
Jul 27, 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 AWSIX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 137B vs. AWSIX (626M). AWSIX pays higher dividends than RWIAX: AWSIX (1.89) vs RWIAX (0.81). AWSIX was incepted earlier than RWIAX: AWSIX (20 years) vs RWIAX (23 years). AWSIX is a more actively managed with annual turnover of: 46.00 vs. RWIAX (27.00). RWIAX has a lower initial minimum investment than AWSIX: RWIAX (250) vs AWSIX (1000000). RWIAX annual gain was more profitable for investors over the last year : 12.88 vs. AWSIX (8.77). RWIAX return over 5 years is better than : 47.16 vs. AWSIX (20.84).
| AWSIX | RWIAX | AWSIX / RWIAX | |
| Total Expense Ratio | N/A | 1.51 | - |
| Annual Report Gross Expense Ratio | N/A | 1.51 | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.619 | 14.529 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 137B | 0% |
| Annual Yield % from dividends | 1.89 | 0.81 | 233% |
| Returns for 1 year | 8.77 | 12.88 | 68% |
| Returns for 3 years | 37.54 | 48.09 | 78% |
| Returns for 5 years | 20.84 | 47.16 | 44% |
| Returns for 10 years | 31.55 | 58.59 | 54% |
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