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AQGIX vs FWCGX
AQGIX vs FWCGX Comparison
Open Charts AQGIX vs FWCGX
AQR Global Equity I
Price$13.16
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets510.38M
American Funds Capital World Gr&Inc529F3
Price$74.38
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
AQGIX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 141B vs. AQGIX (510M). AQGIX pays higher dividends than FWCGX: AQGIX (1.93) vs FWCGX (1.69). 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). AQGIX annual gain was more profitable for investors over the last year : 16.92 vs. FWCGX (10.71).
| 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 | 25.690 | 18.606 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 141B | 0% |
| Annual Yield % from dividends | 1.93 | 1.69 | 114% |
| Returns for 1 year | 16.92 | 10.71 | 158% |
| Returns for 3 years | 78.71 | 71.35 | 110% |
| Returns for 5 years | 71.93 | N/A | - |
| Returns for 10 years | 100.63 | N/A | - |
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