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AQGIX vs FWCGX
AQGIX vs FWCGX Comparison
Open Charts AQGIX vs FWCGX
AQR Global Equity I
Price$13.08
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets516.9M
American Funds Capital World Gr&Inc529F3
Price$74.78
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AQGIX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 139B vs. AQGIX (517M). AQGIX pays higher dividends than FWCGX: AQGIX (1.83) vs FWCGX (1.61). AQGIX was incepted earlier than FWCGX: AQGIX (16 years) vs FWCGX (5 years). AQGIX (0.84) is less costly to investors than FWCGX (0.47). AQGIX is a more actively managed with annual turnover of: 121.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than AQGIX: FWCGX (250) vs AQGIX (5000000). FWCGX (12.52) and AQGIX (12.37) have marching annual gain over last year. AQGIX return over 5 years is better than : 58.41 vs. FWCGX (47.18).
| AQGIX | FWCGX | AQGIX / FWCGX | |
| Total Expense Ratio | 0.82 | 0.47 | 174% |
| Annual Report Gross Expense Ratio | 0.84 | 0.47 | 179% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 24.453 | 19.244 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 139B | 0% |
| Annual Yield % from dividends | 1.83 | 1.61 | 114% |
| Returns for 1 year | 12.37 | 12.52 | 99% |
| Returns for 3 years | 59.73 | 53.04 | 113% |
| Returns for 5 years | 58.41 | 47.18 | 124% |
| Returns for 10 years | 97.38 | N/A | - |
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