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AQGIX vs RWIHX
AQGIX vs RWIHX Comparison
Open Charts AQGIX vs RWIHX
AQR Global Equity I
Price$10.18
Change+$0.23 (+2.31%)
VolumeN/A
Net Assets374.76M
American Funds Capital World Gr&Inc R5E
Price$60.71
Change+$1.10 (+1.85%)
VolumeN/A
Net Assets115.05B
AQGIX vs RWIHX Comparison Chart
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AQGIX vs. RWIHX commentary
Apr 12, 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 RWIHX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 115B vs. AQGIX (375M). AQGIX pays higher dividends than RWIHX: AQGIX (2.21) vs RWIHX (1.84). AQGIX was incepted earlier than RWIHX: AQGIX (15 years) vs RWIHX (9 years). AQGIX (0.84) is less costly to investors than RWIHX (0.56). AQGIX is a more actively managed with annual turnover of: 121.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than AQGIX: RWIHX (250) vs AQGIX (5000000). RWIHX annual gain was more profitable for investors over the last year : -4.00 vs. AQGIX (-5.20). AQGIX return over 5 years is better than : 53.08 vs. RWIHX (48.09).
| AQGIX | RWIHX | AQGIX / RWIHX | |
| Total Expense Ratio | 0.82 | 0.56 | 146% |
| Annual Report Gross Expense Ratio | 0.84 | 0.56 | 150% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -5.328 | -3.906 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 115B | 0% |
| Annual Yield % from dividends | 2.21 | 1.84 | 120% |
| Returns for 1 year | -5.20 | -4.00 | 130% |
| Returns for 3 years | 12.84 | 11.14 | 115% |
| Returns for 5 years | 53.08 | 48.09 | 110% |
| Returns for 10 years | 35.46 | N/A | - |
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