Interact to see
Advertisement
Advertisement
AWSIX vs RWIAX
AWSIX vs RWIAX Comparison
Open Charts AWSIX vs RWIAX
Invesco Global Core Equity R5
Price$16.67
Change-$0.25 (-1.48%)
VolumeN/A
Net Assets611.77M
American Funds Capital World Gr&Inc R1
Price$67.93
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
AWSIX vs RWIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWSIX vs. RWIAX commentary
Jun 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 AWSIX is a Buy and RWIAX is a Buy.
FUNDAMENTALS
Fundamentals
RWIAX has more cash in the bank: 132B vs. AWSIX (612M). AWSIX pays higher dividends than RWIAX: AWSIX (1.96) vs RWIAX (0.85). 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 : 5.47 vs. AWSIX (4.50). RWIAX return over 5 years is better than : 47.93 vs. AWSIX (21.64).
| 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 | 5.373 | 8.659 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 612M | 132B | 0% |
| Annual Yield % from dividends | 1.96 | 0.85 | 230% |
| Returns for 1 year | 4.50 | 5.47 | 82% |
| Returns for 3 years | 37.41 | 41.21 | 91% |
| Returns for 5 years | 21.64 | 47.93 | 45% |
| Returns for 10 years | 23.43 | 48.05 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers