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AQGRX vs FCWGX
AQGRX vs FCWGX Comparison
Open Charts AQGRX vs FCWGX
AQR Global Equity R6
Price$13.50
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets519.49M
American Funds Capital World Gr&Inc529F2
Price$76.15
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets142.48B
AQGRX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. AQGRX (519M). AQGRX pays higher dividends than FCWGX: AQGRX (1.90) vs FCWGX (1.60). AQGRX was incepted earlier than FCWGX: AQGRX (12 years) vs FCWGX (5 years). AQGRX (0.74) is less costly to investors than FCWGX (0.52). AQGRX is a more actively managed with annual turnover of: 121.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than AQGRX: FCWGX (250) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 18.25 vs. FCWGX (12.55).
| AQGRX | FCWGX | AQGRX / FCWGX | |
| Total Expense Ratio | 0.72 | 0.52 | 138% |
| Annual Report Gross Expense Ratio | 0.74 | 0.52 | 142% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 27.479 | 21.343 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 142B | 0% |
| Annual Yield % from dividends | 1.90 | 1.60 | 119% |
| Returns for 1 year | 18.25 | 12.55 | 145% |
| Returns for 3 years | 78.40 | 72.29 | 108% |
| Returns for 5 years | 67.36 | N/A | - |
| Returns for 10 years | 92.64 | N/A | - |