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AQGIX vs FWGIX
AQGIX vs FWGIX Comparison
Open Charts AQGIX vs FWGIX
AQR Global Equity I
Price$10.18
Change+$0.23 (+2.31%)
VolumeN/A
Net Assets374.76M
American Funds Capital World Gr&Inc F3
Price$60.82
Change+$1.11 (+1.86%)
VolumeN/A
Net Assets115.05B
AQGIX vs FWGIX Comparison Chart
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AQGIX vs. FWGIX commentary
Apr 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AQGIX is a Buy and FWGIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 115B vs. AQGIX (375M). AQGIX pays higher dividends than FWGIX: AQGIX (2.21) vs FWGIX (1.98). AQGIX was incepted earlier than FWGIX: AQGIX (15 years) vs FWGIX (8 years). AQGIX (0.84) is less costly to investors than FWGIX (0.41). AQGIX is a more actively managed with annual turnover of: 121.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AQGIX: FWGIX (1000000) vs AQGIX (5000000). FWGIX annual gain was more profitable for investors over the last year : -3.85 vs. AQGIX (-5.20). AQGIX return over 5 years is better than : 53.08 vs. FWGIX (48.86).
| AQGIX | FWGIX | AQGIX / FWGIX | |
| Total Expense Ratio | 0.82 | 0.41 | 200% |
| Annual Report Gross Expense Ratio | 0.84 | 0.41 | 205% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | -5.328 | -3.863 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 115B | 0% |
| Annual Yield % from dividends | 2.21 | 1.98 | 112% |
| Returns for 1 year | -5.20 | -3.85 | 135% |
| Returns for 3 years | 12.84 | 11.53 | 111% |
| Returns for 5 years | 53.08 | 48.86 | 109% |
| Returns for 10 years | 35.46 | N/A | - |
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