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AQGNX vs FWCGX
AQGNX vs FWCGX Comparison
Open Charts AQGNX vs FWCGX
AQR Global Equity N
Price$11.65
Change+$0.09 (+0.78%)
VolumeN/A
Net Assets448.14M
American Funds Capital World Gr&Inc529F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
AQGNX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. AQGNX (448M). FWCGX pays higher dividends than AQGNX: FWCGX (1.81) vs AQGNX (1.68). AQGNX was incepted earlier than FWCGX: AQGNX (15 years) vs FWCGX (5 years). AQGNX (1.09) is less costly to investors than FWCGX (0.47). AQGNX is a more actively managed with annual turnover of: 121.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than AQGNX: FWCGX (250) vs AQGNX (2500). AQGNX annual gain was more profitable for investors over the last year : 7.66 vs. FWCGX (6.68).
| AQGNX | FWCGX | AQGNX / FWCGX | |
| Total Expense Ratio | 1.07 | 0.47 | 228% |
| Annual Report Gross Expense Ratio | 1.09 | 0.47 | 232% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 11.691 | 9.164 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 131B | 0% |
| Annual Yield % from dividends | 1.68 | 1.81 | 93% |
| Returns for 1 year | 7.66 | 6.68 | 115% |
| Returns for 3 years | 31.96 | 32.36 | 99% |
| Returns for 5 years | 54.79 | N/A | - |
| Returns for 10 years | 59.65 | N/A | - |