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AQGIX vs RWBEX
AQGIX vs RWBEX Comparison
Open Charts AQGIX vs RWBEX
AQR Global Equity I
Price$10.29
Change+$0.11 (+1.08%)
VolumeN/A
Net Assets383.17M
American Funds Capital World Gr&Inc R2E
Price$61.14
Change+$0.56 (+0.92%)
VolumeN/A
Net Assets117.15B
AQGIX vs RWBEX Comparison Chart
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AQGIX vs. RWBEX commentary
Apr 15, 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 Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 117B vs. AQGIX (383M). AQGIX pays higher dividends than RWBEX: AQGIX (2.21) vs RWBEX (1.19). AQGIX was incepted earlier than RWBEX: AQGIX (15 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than AQGIX (0.84). AQGIX is a more actively managed with annual turnover of: 121.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than AQGIX: RWBEX (250) vs AQGIX (5000000). AQGIX annual gain was more profitable for investors over the last year : -0.76 vs. RWBEX (-2.16). AQGIX return over 5 years is better than : 59.42 vs. RWBEX (46.51).
| AQGIX | RWBEX | AQGIX / RWBEX | |
| Total Expense Ratio | 0.82 | 1.21 | 68% |
| Annual Report Gross Expense Ratio | 0.84 | 1.21 | 69% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | -2.093 | -3.183 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 117B | 0% |
| Annual Yield % from dividends | 2.21 | 1.19 | 185% |
| Returns for 1 year | -0.76 | -2.16 | 35% |
| Returns for 3 years | 16.08 | 10.20 | 158% |
| Returns for 5 years | 59.42 | 46.51 | 128% |
| Returns for 10 years | 41.24 | 31.99 | 129% |
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