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AQGIX vs FCWGX
AQGIX vs FCWGX Comparison
Open Charts AQGIX vs FCWGX
AQR Global Equity I
Price$13.13
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets511.81M
American Funds Capital World Gr&Inc529F2
Price$75.43
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
AQGIX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 141B vs. AQGIX (512M). AQGIX pays higher dividends than FCWGX: AQGIX (1.84) vs FCWGX (1.60). AQGIX was incepted earlier than FCWGX: AQGIX (16 years) vs FCWGX (5 years). AQGIX (0.84) is less costly to investors than FCWGX (0.52). AQGIX is a more actively managed with annual turnover of: 121.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than AQGIX: FCWGX (250) vs AQGIX (5000000). AQGIX annual gain was more profitable for investors over the last year : 14.34 vs. FCWGX (11.08).
| AQGIX | FCWGX | AQGIX / FCWGX | |
| Total Expense Ratio | 0.82 | 0.52 | 158% |
| Annual Report Gross Expense Ratio | 0.84 | 0.52 | 162% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 24.929 | 20.196 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 141B | 0% |
| Annual Yield % from dividends | 1.84 | 1.60 | 115% |
| Returns for 1 year | 14.34 | 11.08 | 129% |
| Returns for 3 years | 71.54 | 69.36 | 103% |
| Returns for 5 years | 63.89 | N/A | - |
| Returns for 10 years | 87.95 | N/A | - |