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AQGIX vs FWGIX
AQGIX vs FWGIX Comparison
Open Charts AQGIX vs FWGIX
AQR Global Equity I
Price$11.84
Change+$0.09 (+0.77%)
VolumeN/A
Net Assets448.14M
American Funds Capital World Gr&Inc F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
AQGIX vs FWGIX Comparison Chart
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AQGIX vs. FWGIX commentary
Jun 07, 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: 131B vs. AQGIX (448M). AQGIX pays higher dividends than FWGIX: AQGIX (2.09) vs FWGIX (1.85). 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). AQGIX annual gain was more profitable for investors over the last year : 8.12 vs. FWGIX (6.73). AQGIX return over 5 years is better than : 57.40 vs. FWGIX (47.57).
| 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 | 11.798 | 9.193 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 131B | 0% |
| Annual Yield % from dividends | 2.09 | 1.85 | 113% |
| Returns for 1 year | 8.12 | 6.73 | 121% |
| Returns for 3 years | 33.40 | 30.07 | 111% |
| Returns for 5 years | 57.40 | 47.57 | 121% |
| Returns for 10 years | 63.78 | N/A | - |
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