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AQGIX vs FWGIX
AQGIX vs FWGIX Comparison
Open Charts AQGIX vs FWGIX
AQR Global Equity I
Price$10.84
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets404.36M
American Funds Capital World Gr&Inc F3
Price$64.83
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
AQGIX vs FWGIX Comparison Chart
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AQGIX vs. FWGIX commentary
Jan 19, 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 Hold and FWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 127B vs. AQGIX (404M). AQGIX pays higher dividends than FWGIX: AQGIX (2.53) vs FWGIX (1.99). AQGIX was incepted earlier than FWGIX: AQGIX (15 years) vs FWGIX (8 years). AQGIX is a more actively managed with annual turnover of: 115.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AQGIX: FWGIX (1000000) vs AQGIX (5000000). AQGIX annual gain was more profitable for investors over the last year : 15.80 vs. FWGIX (11.33). AQGIX return over 5 years is better than : 32.16 vs. FWGIX (29.10).
| AQGIX | FWGIX | AQGIX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 3.140 | 2.078 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 127B | 0% |
| Annual Yield % from dividends | 2.53 | 1.99 | 127% |
| Returns for 1 year | 15.80 | 11.33 | 139% |
| Returns for 3 years | 16.96 | 9.39 | 181% |
| Returns for 5 years | 32.16 | 29.10 | 110% |
| Returns for 10 years | 57.09 | N/A | - |
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