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AWSIX vs RWIEX
AWSIX vs RWIEX Comparison
Open Charts AWSIX vs RWIEX
Invesco Global Core Equity R5
Price$18.06
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets635.02M
American Funds Capital World Gr&Inc R4
Price$75.20
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
AWSIX vs RWIEX Comparison Chart in %
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AWSIX 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 AWSIX is a Hold and RWIEX is a Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 141B vs. AWSIX (635M). AWSIX pays higher dividends than RWIEX: AWSIX (1.80) vs RWIEX (1.38). AWSIX was incepted earlier than RWIEX: AWSIX (20 years) vs RWIEX (23 years). AWSIX (0.97) is less costly to investors than RWIEX (0.76). AWSIX is a more actively managed with annual turnover of: 46.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than AWSIX: RWIEX (250) vs AWSIX (1000000). RWIEX annual gain was more profitable for investors over the last year : 10.77 vs. AWSIX (5.14). RWIEX return over 5 years is better than : 50.71 vs. AWSIX (14.88).
| AWSIX | RWIEX | AWSIX / RWIEX | |
| Total Expense Ratio | 0.97 | 0.76 | 128% |
| Annual Report Gross Expense Ratio | 0.97 | 0.76 | 128% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 14.159 | 19.970 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 141B | 0% |
| Annual Yield % from dividends | 1.80 | 1.38 | 130% |
| Returns for 1 year | 5.14 | 10.77 | 48% |
| Returns for 3 years | 57.43 | 66.98 | 86% |
| Returns for 5 years | 14.88 | 50.71 | 29% |
| Returns for 10 years | 41.64 | 77.20 | 54% |
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