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AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$12.83
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets491.1M
American Funds Capital World Gr&Inc F3
Price$72.77
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets136.73B
AQGRX vs FWGIX Comparison Chart in %
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AQGRX vs. FWGIX commentary
Aug 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. AQGRX (491M). AQGRX pays higher dividends than FWGIX: AQGRX (2.06) vs FWGIX (1.77). 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 : 14.44 vs. FWGIX (10.17). AQGRX return over 5 years is better than : 57.62 vs. FWGIX (45.94).
| 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 | 21.152 | 15.698 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 137B | 0% |
| Annual Yield % from dividends | 2.06 | 1.77 | 116% |
| Returns for 1 year | 14.44 | 10.17 | 142% |
| Returns for 3 years | 54.64 | 49.21 | 111% |
| Returns for 5 years | 57.62 | 45.94 | 125% |
| Returns for 10 years | 84.21 | N/A | - |
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