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AQGNX vs RWIFX
AQGNX vs RWIFX Comparison
Open Charts AQGNX vs RWIFX
AQR Global Equity N
Price$10.89
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets418.92M
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
AQGNX vs RWIFX Comparison Chart
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AQGNX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. AQGNX (419M). RWIFX pays higher dividends than AQGNX: RWIFX (1.91) vs AQGNX (1.79). AQGNX was incepted earlier than RWIFX: AQGNX (15 years) vs RWIFX (23 years). AQGNX (1.09) is less costly to investors than RWIFX (0.46). AQGNX is a more actively managed with annual turnover of: 121.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AQGNX: RWIFX (250) vs AQGNX (2500). AQGNX annual gain was more profitable for investors over the last year : 4.38 vs. RWIFX (2.53). AQGNX return over 5 years is better than : 59.57 vs. RWIFX (52.57).
| AQGNX | RWIFX | AQGNX / RWIFX | |
| Total Expense Ratio | 1.07 | 0.46 | 233% |
| Annual Report Gross Expense Ratio | 1.09 | 0.46 | 237% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 5.217 | 2.950 | 177% |
| 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 | 1.91 | 94% |
| Returns for 1 year | 4.38 | 2.53 | 173% |
| Returns for 3 years | 31.85 | 31.36 | 102% |
| Returns for 5 years | 59.57 | 52.57 | 113% |
| Returns for 10 years | 47.91 | 43.36 | 110% |
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