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AQGNX vs RWIHX
AQGNX vs RWIHX Comparison
Open Charts AQGNX vs RWIHX
AQR Global Equity N
Price$9.80
Change-$0.41 (-4.02%)
VolumeN/A
Net Assets389.67M
American Funds Capital World Gr&Inc R5E
Price$59.61
Change-$0.98 (-1.62%)
VolumeN/A
Net Assets116.98B
AQGNX vs RWIHX Comparison Chart
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AQGNX vs. RWIHX 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 RWIHX is a Hold.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 117B vs. AQGNX (390M). RWIHX (1.84) and AQGNX (1.77) have matching dividends . AQGNX was incepted earlier than RWIHX: AQGNX (15 years) vs RWIHX (9 years). AQGNX (1.09) is less costly to investors than RWIHX (0.56). AQGNX is a more actively managed with annual turnover of: 121.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than AQGNX: RWIHX (250) vs AQGNX (2500). AQGNX annual gain was more profitable for investors over the last year : -1.30 vs. RWIHX (-3.87). AQGNX return over 5 years is better than : 57.01 vs. RWIHX (47.80).
| AQGNX | RWIHX | AQGNX / RWIHX | |
| Total Expense Ratio | 1.07 | 0.56 | 191% |
| Annual Report Gross Expense Ratio | 1.09 | 0.56 | 195% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -1.353 | -4.096 | 33% |
| 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 | 1.84 | 97% |
| Returns for 1 year | -1.30 | -3.87 | 34% |
| Returns for 3 years | 16.17 | 10.40 | 156% |
| Returns for 5 years | 57.01 | 47.80 | 119% |
| Returns for 10 years | 37.86 | N/A | - |