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AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$10.45
Change+$0.94 (+9.88%)
VolumeN/A
Net Assets354.09M
American Funds Capital World Gr&Inc F3
Price$60.70
Change+$3.91 (+6.89%)
VolumeN/A
Net Assets109.46B
AQGRX vs FWGIX Comparison Chart
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AQGRX vs. FWGIX commentary
Apr 10, 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 Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 109B vs. AQGRX (354M). AQGRX pays higher dividends than FWGIX: AQGRX (2.28) vs FWGIX (1.98). AQGRX was incepted earlier than FWGIX: AQGRX (11 years) vs FWGIX (8 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). AQGRX (-10.33) and FWGIX (-10.57) have marching annual gain over last year. AQGRX return over 5 years is better than : 44.13 vs. FWGIX (38.99).
| AQGRX | FWGIX | AQGRX / FWGIX | |
| Total Expense Ratio | 0.72 | 0.41 | 176% |
| Annual Report Gross Expense Ratio | 0.74 | 0.41 | 180% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | -10.198 | -10.234 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 109B | 0% |
| Annual Yield % from dividends | 2.28 | 1.98 | 115% |
| Returns for 1 year | -10.33 | -10.57 | 98% |
| Returns for 3 years | 6.02 | 2.23 | 270% |
| Returns for 5 years | 44.13 | 38.99 | 113% |
| Returns for 10 years | 28.03 | N/A | - |
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