Interact to see
Advertisement
Advertisement
AQGRX vs RWBEX
AQGRX vs RWBEX Comparison
Open Charts AQGRX vs RWBEX
AQR Global Equity R6
Price$11.63
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets438.04M
American Funds Capital World Gr&Inc R2E
Price$66.76
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
AQGRX vs RWBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AQGRX vs. RWBEX 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. AQGRX (438M). AQGRX pays higher dividends than RWBEX: AQGRX (2.30) vs RWBEX (1.18). 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 : 7.19 vs. RWBEX (2.99). AQGRX return over 5 years is better than : 67.41 vs. RWBEX (52.17).
| 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 | 9.821 | 5.716 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 128B | 0% |
| Annual Yield % from dividends | 2.30 | 1.18 | 195% |
| Returns for 1 year | 7.19 | 2.99 | 241% |
| Returns for 3 years | 36.93 | 28.76 | 128% |
| Returns for 5 years | 67.41 | 52.17 | 129% |
| Returns for 10 years | 56.21 | 41.77 | 135% |