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AQGNX vs RWIEX
AQGNX vs RWIEX Comparison
Open Charts AQGNX vs RWIEX
AQR Global Equity N
Price$10.89
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets418.92M
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
AQGNX vs RWIEX Comparison Chart
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AQGNX vs. RWIEX commentary
May 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 StrongBuy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. AQGNX (419M). AQGNX pays higher dividends than RWIEX: AQGNX (1.79) vs RWIEX (1.61). AQGNX was incepted earlier than RWIEX: AQGNX (15 years) vs RWIEX (23 years). AQGNX (1.09) is less costly to investors than RWIEX (0.76). AQGNX is a more actively managed with annual turnover of: 121.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than AQGNX: RWIEX (250) vs AQGNX (2500). AQGNX annual gain was more profitable for investors over the last year : 4.38 vs. RWIEX (2.20). AQGNX return over 5 years is better than : 59.57 vs. RWIEX (50.99).
| AQGNX | RWIEX | AQGNX / RWIEX | |
| Total Expense Ratio | 1.07 | 0.76 | 141% |
| Annual Report Gross Expense Ratio | 1.09 | 0.76 | 143% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 5.217 | 2.832 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 419M | 125B | 0% |
| Annual Yield % from dividends | 1.79 | 1.61 | 111% |
| Returns for 1 year | 4.38 | 2.20 | 200% |
| Returns for 3 years | 31.85 | 30.44 | 105% |
| Returns for 5 years | 59.57 | 50.99 | 117% |
| Returns for 10 years | 47.91 | 41.81 | 115% |
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