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AQGNX vs RWBEX
AQGNX vs RWBEX Comparison
Open Charts AQGNX vs RWBEX
AQR Global Equity N
Price$10.87
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets416.17M
American Funds Capital World Gr&Inc R2E
Price$64.72
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
AQGNX vs RWBEX Comparison Chart
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AQGNX vs. RWBEX commentary
May 09, 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 AQGNX is a StrongBuy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 124B vs. AQGNX (416M). AQGNX pays higher dividends than RWBEX: AQGNX (1.79) vs RWBEX (1.18). AQGNX was incepted earlier than RWBEX: AQGNX (15 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than AQGNX (1.09). AQGNX is a more actively managed with annual turnover of: 121.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than AQGNX: RWBEX (250) vs AQGNX (2500). AQGNX annual gain was more profitable for investors over the last year : 4.78 vs. RWBEX (1.80). AQGNX return over 5 years is better than : 59.28 vs. RWBEX (48.50).
| AQGNX | RWBEX | AQGNX / RWBEX | |
| Total Expense Ratio | 1.07 | 1.21 | 88% |
| Annual Report Gross Expense Ratio | 1.09 | 1.21 | 90% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 5.024 | 2.486 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 124B | 0% |
| Annual Yield % from dividends | 1.79 | 1.18 | 152% |
| Returns for 1 year | 4.78 | 1.80 | 266% |
| Returns for 3 years | 31.91 | 29.46 | 108% |
| Returns for 5 years | 59.28 | 48.50 | 122% |
| Returns for 10 years | 46.94 | 38.57 | 122% |
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