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AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$13.19
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets516.9M
American Funds Capital World Gr&Inc F3
Price$74.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
AQGRX vs FWGIX Comparison Chart in %
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AQGRX vs. FWGIX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AQGRX is a Hold and FWGIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 139B vs. AQGRX (517M). AQGRX pays higher dividends than FWGIX: AQGRX (1.89) vs FWGIX (1.65). AQGRX was incepted earlier than FWGIX: AQGRX (12 years) vs FWGIX (9 years). AQGRX (0.74) is less costly to investors than FWGIX (0.41). AQGRX is a more actively managed with annual turnover of: 121.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AQGRX: FWGIX (1000000) vs AQGRX (50000000). FWGIX (12.61) and AQGRX (12.55) have marching annual gain over last year. AQGRX return over 5 years is better than : 57.26 vs. FWGIX (43.73).
| AQGRX | FWGIX | AQGRX / FWGIX | |
| Total Expense Ratio | 0.72 | 0.41 | 176% |
| Annual Report Gross Expense Ratio | 0.74 | 0.41 | 180% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 24.551 | 19.320 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 139B | 0% |
| Annual Yield % from dividends | 1.89 | 1.65 | 115% |
| Returns for 1 year | 12.55 | 12.61 | 100% |
| Returns for 3 years | 60.24 | 52.25 | 115% |
| Returns for 5 years | 57.26 | 43.73 | 131% |
| Returns for 10 years | 97.15 | N/A | - |
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