Interact to see
Advertisement
Advertisement
AQGIX vs FWGIX
AQGIX vs FWGIX Comparison
Open Charts AQGIX vs FWGIX
AQR Global Equity I
Price$12.12
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets467.06M
American Funds Capital World Gr&Inc F3
Price$71.35
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
AQGIX vs FWGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AQGIX vs. FWGIX commentary
Jul 18, 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 StrongBuy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 135B vs. AQGIX (467M). AQGIX pays higher dividends than FWGIX: AQGIX (2.02) vs FWGIX (1.77). AQGIX was incepted earlier than FWGIX: AQGIX (16 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). AQGIX annual gain was more profitable for investors over the last year : 7.84 vs. FWGIX (7.26). AQGIX return over 5 years is better than : 59.63 vs. FWGIX (50.42).
| AQGIX | FWGIX | AQGIX / FWGIX | |
| Total Expense Ratio | 0.82 | 0.41 | 200% |
| Annual Report Gross Expense Ratio | 0.84 | 0.41 | 205% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 15.319 | 13.441 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 135B | 0% |
| Annual Yield % from dividends | 2.02 | 1.77 | 114% |
| Returns for 1 year | 7.84 | 7.26 | 108% |
| Returns for 3 years | 55.30 | 53.25 | 104% |
| Returns for 5 years | 59.63 | 50.42 | 118% |
| Returns for 10 years | 65.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BMAY | 42.43 | 0.08 | +0.18% |
| Innovator U.S. Equity Buffer ETF™- May | |||
| SPTS | 29.17 | 0.05 | +0.17% |
| SPDR® Portfolio Short Term Treasury ETF | |||
| PUTD | 20.61 | N/A | N/A |
| Cboe(R) Validus S&P 500(R) Dyn PtwIdxETF | |||
| HEJD | 27.03 | N/A | N/A |
| VictoryShares Hedged Equity Income ETF | |||
| FTHY | 14.56 | -0.05 | -0.34% |
| First Trust High Yield Opportunities 2027 Term Fund | |||