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AQGRX vs FWCGX
AQGRX vs FWCGX Comparison
Open Charts AQGRX vs FWCGX
AQR Global Equity R6
Price$11.84
Change-$0.14 (-1.17%)
VolumeN/A
Net Assets449.35M
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AQGRX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. AQGRX (449M). AQGRX pays higher dividends than FWCGX: AQGRX (2.16) vs FWCGX (1.81). AQGRX was incepted earlier than FWCGX: AQGRX (11 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 : 8.44 vs. FWCGX (6.64).
| AQGRX | FWCGX | AQGRX / FWCGX | |
| Total Expense Ratio | 0.72 | 0.47 | 153% |
| Annual Report Gross Expense Ratio | 0.74 | 0.47 | 157% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 11.804 | 9.155 | 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 | 449M | 131B | 0% |
| Annual Yield % from dividends | 2.16 | 1.81 | 120% |
| Returns for 1 year | 8.44 | 6.64 | 127% |
| Returns for 3 years | 48.91 | 46.75 | 105% |
| Returns for 5 years | 62.49 | N/A | - |
| Returns for 10 years | 62.20 | N/A | - |
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