Interact to see
Advertisement
Advertisement
AQGRX vs FWCGX
AQGRX vs FWCGX Comparison
Open Charts AQGRX vs FWCGX
AQR Global Equity R6
Price$13.50
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets519.49M
American Funds Capital World Gr&Inc529F3
Price$76.12
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
AQGRX vs FWCGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. AQGRX (519M). AQGRX pays higher dividends than FWCGX: AQGRX (1.90) vs FWCGX (1.64). AQGRX was incepted earlier than FWCGX: AQGRX (12 years) vs FWCGX (5 years). AQGRX (0.74) is less costly to investors than FWCGX (0.47). AQGRX is a more actively managed with annual turnover of: 121.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than AQGRX: FWCGX (250) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 18.25 vs. FWCGX (12.59).
| AQGRX | FWCGX | AQGRX / FWCGX | |
| Total Expense Ratio | 0.72 | 0.47 | 153% |
| Annual Report Gross Expense Ratio | 0.74 | 0.47 | 157% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 27.479 | 21.381 | 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 | 1.64 | 116% |
| Returns for 1 year | 18.25 | 12.59 | 145% |
| Returns for 3 years | 78.40 | 72.44 | 108% |
| Returns for 5 years | 67.36 | N/A | - |
| Returns for 10 years | 92.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement