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AQGRX vs FWCGX
AQGRX vs FWCGX Comparison
Open Charts AQGRX vs FWCGX
AQR Global Equity R6
Price$12.83
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets491.1M
American Funds Capital World Gr&Inc529F3
Price$72.77
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets136.73B
AQGRX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. AQGRX (491M). AQGRX pays higher dividends than FWCGX: AQGRX (2.06) vs FWCGX (1.73). 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 : 14.44 vs. FWCGX (10.11).
| 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 | 21.152 | 15.655 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 137B | 0% |
| Annual Yield % from dividends | 2.06 | 1.73 | 119% |
| Returns for 1 year | 14.44 | 10.11 | 143% |
| Returns for 3 years | 54.64 | 50.71 | 108% |
| Returns for 5 years | 57.62 | N/A | - |
| Returns for 10 years | 84.21 | N/A | - |