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AQGIX vs FWCGX
AQGIX vs FWCGX Comparison
Open Charts AQGIX vs FWCGX
AQR Global Equity I
Price$12.12
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets467.06M
American Funds Capital World Gr&Inc529F3
Price$71.65
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
AQGIX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. AQGIX (467M). AQGIX pays higher dividends than FWCGX: AQGIX (2.02) vs FWCGX (1.73). 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 annual gain was more profitable for investors over the last year : 9.27 vs. AQGIX (7.84).
| 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 | 15.319 | 13.875 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 135B | 0% |
| Annual Yield % from dividends | 2.02 | 1.73 | 117% |
| Returns for 1 year | 7.84 | 9.27 | 85% |
| Returns for 3 years | 55.30 | 55.53 | 100% |
| Returns for 5 years | 59.63 | N/A | - |
| Returns for 10 years | 65.78 | N/A | - |
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