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AQGIX vs FCWGX
AQGIX vs FCWGX Comparison
Open Charts AQGIX vs FCWGX
AQR Global Equity I
Price$10.18
Change+$0.23 (+2.31%)
VolumeN/A
Net Assets374.76M
American Funds Capital World Gr&Inc529F2
Price$60.84
Change+$1.10 (+1.84%)
VolumeN/A
Net Assets115.05B
AQGIX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 115B vs. AQGIX (375M). AQGIX pays higher dividends than FCWGX: AQGIX (2.21) vs FCWGX (1.87). AQGIX was incepted earlier than FCWGX: AQGIX (15 years) vs FCWGX (4 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). FCWGX annual gain was more profitable for investors over the last year : -3.95 vs. AQGIX (-5.20).
| AQGIX | FCWGX | AQGIX / FCWGX | |
| Total Expense Ratio | 0.82 | 0.52 | 158% |
| Annual Report Gross Expense Ratio | 0.84 | 0.52 | 162% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | -5.328 | -3.901 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 115B | 0% |
| Annual Yield % from dividends | 2.21 | 1.87 | 118% |
| Returns for 1 year | -5.20 | -3.95 | 132% |
| Returns for 3 years | 12.84 | 13.38 | 96% |
| Returns for 5 years | 53.08 | N/A | - |
| Returns for 10 years | 35.46 | N/A | - |
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