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AQGIX vs FWGIX
AQGIX vs FWGIX Comparison
Open Charts AQGIX vs FWGIX
AQR Global Equity I
Price$10.47
Change-$0.29 (-2.70%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$63.60
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
AQGIX vs FWGIX Comparison Chart
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AQGIX vs. FWGIX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 121B vs. AQGIX (359M). 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 : 16.53 vs. FWGIX (12.35). AQGIX (34.82) and FWGIX (33.77) have equivalent 5 years return.
| 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 | 15.185 | 10.741 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 121B | 0% |
| Annual Yield % from dividends | 2.53 | 1.99 | 127% |
| Returns for 1 year | 16.53 | 12.35 | 134% |
| Returns for 3 years | 6.97 | 10.63 | 66% |
| Returns for 5 years | 34.82 | 33.77 | 103% |
| Returns for 10 years | 55.54 | N/A | - |
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