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AQGRX vs FWCGX
AQGRX vs FWCGX Comparison
Open Charts AQGRX vs FWCGX
AQR Global Equity R6
Price$10.45
Change+$0.94 (+9.88%)
VolumeN/A
Net Assets354.09M
American Funds Capital World Gr&Inc529F3
Price$60.71
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
AQGRX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 109B vs. AQGRX (354M). AQGRX pays higher dividends than FWCGX: AQGRX (2.28) vs FWCGX (1.93). AQGRX was incepted earlier than FWCGX: AQGRX (11 years) vs FWCGX (4 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 (-10.33) and FWCGX (-10.61) have marching annual gain over last year.
| 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 | 4 years | - |
| Gain YTD | -10.198 | -10.242 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 109B | 0% |
| Annual Yield % from dividends | 2.28 | 1.93 | 118% |
| Returns for 1 year | -10.33 | -10.61 | 97% |
| Returns for 3 years | 6.02 | 4.05 | 149% |
| Returns for 5 years | 44.13 | N/A | - |
| Returns for 10 years | 28.03 | N/A | - |
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