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AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$11.63
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets438.04M
American Funds Capital World Gr&Inc F3
Price$67.09
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
AQGRX vs FWGIX Comparison Chart
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AQGRX vs. FWGIX commentary
May 23, 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 StrongBuy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. AQGRX (438M). AQGRX pays higher dividends than FWGIX: AQGRX (2.30) vs FWGIX (1.96). 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 annual gain was more profitable for investors over the last year : 7.19 vs. FWGIX (3.84). AQGRX return over 5 years is better than : 67.41 vs. FWGIX (56.29).
| 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 | 9.821 | 6.047 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 128B | 0% |
| Annual Yield % from dividends | 2.30 | 1.96 | 117% |
| Returns for 1 year | 7.19 | 3.84 | 187% |
| Returns for 3 years | 36.93 | 31.15 | 119% |
| Returns for 5 years | 67.41 | 56.29 | 120% |
| Returns for 10 years | 56.21 | N/A | - |
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