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AQGIX vs FWGIX
AQGIX vs FWGIX Comparison
Open Charts AQGIX vs FWGIX
AQR Global Equity I
Price$13.08
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets516.9M
American Funds Capital World Gr&Inc F3
Price$74.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AQGIX vs FWGIX Comparison Chart in %
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AQGIX vs. FWGIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 139B vs. AQGIX (517M). AQGIX pays higher dividends than FWGIX: AQGIX (1.83) vs FWGIX (1.65). AQGIX was incepted earlier than FWGIX: AQGIX (16 years) vs FWGIX (9 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 (12.61) and AQGIX (12.37) have marching annual gain over last year. AQGIX return over 5 years is better than : 58.41 vs. FWGIX (43.73).
| 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 | 9 years | - |
| Gain YTD | 24.453 | 19.320 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 139B | 0% |
| Annual Yield % from dividends | 1.83 | 1.65 | 111% |
| Returns for 1 year | 12.37 | 12.61 | 98% |
| Returns for 3 years | 59.73 | 52.25 | 114% |
| Returns for 5 years | 58.41 | 43.73 | 134% |
| Returns for 10 years | 97.38 | N/A | - |
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