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AWSIX vs RWIAX
AWSIX vs RWIAX Comparison
Open Charts AWSIX vs RWIAX
Invesco Global Core Equity R5
Price$17.39
Change+$0.12 (+0.69%)
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
AWSIX vs RWIAX Comparison Chart in %
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AWSIX vs. RWIAX commentary
Jul 06, 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: 136B vs. AWSIX (625M). 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 : 8.49 vs. AWSIX (7.62). RWIAX return over 5 years is better than : 48.85 vs. AWSIX (24.45).
| 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 | 9.924 | 13.153 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 625M | 136B | 0% |
| Annual Yield % from dividends | 1.89 | 0.81 | 233% |
| Returns for 1 year | 7.62 | 8.49 | 90% |
| Returns for 3 years | 36.36 | 47.32 | 77% |
| Returns for 5 years | 24.45 | 48.85 | 50% |
| Returns for 10 years | 32.09 | 58.41 | 55% |