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AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$11.64
Change-$0.03 (-0.26%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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AQGRX vs FWGIX Comparison Chart
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AQGRX vs. FWGIX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. AQGRX (390M). AQGRX pays higher dividends than FWGIX: AQGRX (2.60) vs FWGIX (1.99). AQGRX was incepted earlier than FWGIX: AQGRX (11 years) vs FWGIX (8 years). AQGRX is a more actively managed with annual turnover of: 115.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AQGRX: FWGIX (1000000) vs AQGRX (50000000). AQGRX (25.91) and FWGIX (25.16) have marching annual gain over last year. AQGRX return over 5 years is better than : 51.41 vs. FWGIX (47.14).
| AQGRX | FWGIX | AQGRX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 21.124 | 14.462 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 128B | 0% |
| Annual Yield % from dividends | 2.60 | 1.99 | 131% |
| Returns for 1 year | 25.91 | 25.16 | 103% |
| Returns for 3 years | 16.19 | 9.83 | 165% |
| Returns for 5 years | 51.41 | 47.14 | 109% |
| Returns for 10 years | 49.19 | N/A | - |