Interact to see
Advertisement
Advertisement
AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$13.50
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets519.49M
American Funds Capital World Gr&Inc F3
Price$76.12
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets142.48B
AQGRX vs FWGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AQGRX vs. FWGIX commentary
Oct 07, 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: 142B vs. AQGRX (519M). AQGRX pays higher dividends than FWGIX: AQGRX (1.90) vs FWGIX (1.68). 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). AQGRX annual gain was more profitable for investors over the last year : 18.25 vs. FWGIX (12.66). AQGRX return over 5 years is better than : 67.36 vs. FWGIX (55.60).
| 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 | 27.479 | 21.442 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 142B | 0% |
| Annual Yield % from dividends | 1.90 | 1.68 | 113% |
| Returns for 1 year | 18.25 | 12.66 | 144% |
| Returns for 3 years | 78.40 | 71.57 | 110% |
| Returns for 5 years | 67.36 | 55.60 | 121% |
| Returns for 10 years | 92.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement