Interact to see
Advertisement
Advertisement
AQGNX vs FCWGX
AQGNX vs FCWGX Comparison
Open Charts AQGNX vs FCWGX
AQR Global Equity N
Price$12.31
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets481.22M
American Funds Capital World Gr&Inc529F2
Price$71.73
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets135.64B
AQGNX vs FCWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. AQGNX (481M). FCWGX (1.68) and AQGNX (1.60) have matching dividends . AQGNX was incepted earlier than FCWGX: AQGNX (16 years) vs FCWGX (5 years). AQGNX (1.09) is less costly to investors than FCWGX (0.52). AQGNX is a more actively managed with annual turnover of: 121.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than AQGNX: FCWGX (250) vs AQGNX (2500). AQGNX annual gain was more profitable for investors over the last year : 19.46 vs. FCWGX (13.81).
| AQGNX | FCWGX | AQGNX / FCWGX | |
| Total Expense Ratio | 1.07 | 0.52 | 206% |
| Annual Report Gross Expense Ratio | 1.09 | 0.52 | 210% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 18.937 | 13.935 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 136B | 0% |
| Annual Yield % from dividends | 1.60 | 1.68 | 95% |
| Returns for 1 year | 19.46 | 13.81 | 141% |
| Returns for 3 years | 43.30 | 41.57 | 104% |
| Returns for 5 years | 56.17 | N/A | - |
| Returns for 10 years | 69.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement