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AQGNX vs RWBEX
AQGNX vs RWBEX Comparison
Open Charts AQGNX vs RWBEX
AQR Global Equity N
Price$9.80
Change-$0.41 (-4.02%)
VolumeN/A
Net Assets389.67M
American Funds Capital World Gr&Inc R2E
Price$59.48
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
AQGNX vs RWBEX Comparison Chart
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AQGNX vs. RWBEX commentary
Apr 11, 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 Buy and RWBEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 117B vs. AQGNX (390M). AQGNX pays higher dividends than RWBEX: AQGNX (1.77) vs RWBEX (1.19). 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 : -1.30 vs. RWBEX (-4.49). AQGNX return over 5 years is better than : 57.01 vs. RWBEX (44.65).
| 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 | -1.353 | -4.260 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 117B | 0% |
| Annual Yield % from dividends | 1.77 | 1.19 | 149% |
| Returns for 1 year | -1.30 | -4.49 | 29% |
| Returns for 3 years | 16.17 | 8.78 | 184% |
| Returns for 5 years | 57.01 | 44.65 | 128% |
| Returns for 10 years | 37.86 | 30.25 | 125% |
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