Interact to see
Advertisement
Advertisement
AQGIX vs FWCGX
AQGIX vs FWCGX Comparison
Open Charts AQGIX vs FWCGX
AQR Global Equity I
Price$11.84
Change+$0.09 (+0.77%)
VolumeN/A
Net Assets448.14M
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
AQGIX vs FWCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. AQGIX (448M). AQGIX pays higher dividends than FWCGX: AQGIX (2.09) vs FWCGX (1.81). AQGIX was incepted earlier than FWCGX: AQGIX (15 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 : 8.12 vs. FWCGX (6.68).
| AQGIX | FWCGX | AQGIX / FWCGX | |
| Total Expense Ratio | 0.82 | 0.47 | 174% |
| Annual Report Gross Expense Ratio | 0.84 | 0.47 | 179% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 11.798 | 9.164 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 131B | 0% |
| Annual Yield % from dividends | 2.09 | 1.81 | 116% |
| Returns for 1 year | 8.12 | 6.68 | 122% |
| Returns for 3 years | 33.40 | 32.36 | 103% |
| Returns for 5 years | 57.40 | N/A | - |
| Returns for 10 years | 63.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement