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AQGRX vs RWBEX
AQGRX vs RWBEX Comparison
Open Charts AQGRX vs RWBEX
AQR Global Equity R6
Price$10.45
Change+$0.94 (+9.88%)
VolumeN/A
Net Assets354.09M
American Funds Capital World Gr&Inc R2E
Price$60.46
Change+$3.89 (+6.88%)
VolumeN/A
Net Assets109.46B
AQGRX vs RWBEX Comparison Chart
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AQGRX vs. RWBEX 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 109B vs. AQGRX (354M). AQGRX pays higher dividends than RWBEX: AQGRX (2.28) vs RWBEX (1.19). AQGRX was incepted earlier than RWBEX: AQGRX (11 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than AQGRX (0.74). AQGRX is a more actively managed with annual turnover of: 121.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than AQGRX: RWBEX (250) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : -10.33 vs. RWBEX (-11.29). AQGRX return over 5 years is better than : 44.13 vs. RWBEX (35.34).
| AQGRX | RWBEX | AQGRX / RWBEX | |
| Total Expense Ratio | 0.72 | 1.21 | 60% |
| Annual Report Gross Expense Ratio | 0.74 | 1.21 | 61% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -10.198 | -10.420 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 109B | 0% |
| Annual Yield % from dividends | 2.28 | 1.19 | 192% |
| Returns for 1 year | -10.33 | -11.29 | 92% |
| Returns for 3 years | 6.02 | 0.38 | 1,584% |
| Returns for 5 years | 44.13 | 35.34 | 125% |
| Returns for 10 years | 28.03 | 21.52 | 130% |
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