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AQGRX vs FWCGX
AQGRX vs FWCGX Comparison
Open Charts AQGRX vs FWCGX
AQR Global Equity R6
Price$13.19
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets516.9M
American Funds Capital World Gr&Inc529F3
Price$74.78
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AQGRX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 139B vs. AQGRX (517M). AQGRX pays higher dividends than FWCGX: AQGRX (1.89) vs FWCGX (1.61). 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 (12.55) and FWCGX (12.52) have marching annual gain over last year. AQGRX return over 5 years is better than : 57.26 vs. FWCGX (47.18).
| 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 | 24.551 | 19.244 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 139B | 0% |
| Annual Yield % from dividends | 1.89 | 1.61 | 118% |
| Returns for 1 year | 12.55 | 12.52 | 100% |
| Returns for 3 years | 60.24 | 53.04 | 114% |
| Returns for 5 years | 57.26 | 47.18 | 121% |
| Returns for 10 years | 97.15 | N/A | - |
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