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AQGRX vs RWIHX
AQGRX vs RWIHX Comparison
Open Charts AQGRX vs RWIHX
AQR Global Equity R6
Price$10.45
Change+$0.94 (+9.88%)
VolumeN/A
Net Assets354.09M
American Funds Capital World Gr&Inc R5E
Price$60.59
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets110.35B
AQGRX vs RWIHX Comparison Chart
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AQGRX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 110B vs. AQGRX (354M). AQGRX pays higher dividends than RWIHX: AQGRX (2.28) vs RWIHX (1.84). AQGRX was incepted earlier than RWIHX: AQGRX (11 years) vs RWIHX (9 years). AQGRX (0.74) is less costly to investors than RWIHX (0.56). AQGRX is a more actively managed with annual turnover of: 121.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than AQGRX: RWIHX (250) vs AQGRX (50000000). AQGRX (-10.33) and RWIHX (-10.70) have marching annual gain over last year. AQGRX return over 5 years is better than : 44.13 vs. RWIHX (38.29).
| AQGRX | RWIHX | AQGRX / RWIHX | |
| Total Expense Ratio | 0.72 | 0.56 | 129% |
| Annual Report Gross Expense Ratio | 0.74 | 0.56 | 132% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -10.198 | -10.269 | 99% |
| 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 | 110B | 0% |
| Annual Yield % from dividends | 2.28 | 1.84 | 124% |
| Returns for 1 year | -10.33 | -10.70 | 97% |
| Returns for 3 years | 6.02 | 1.87 | 321% |
| Returns for 5 years | 44.13 | 38.29 | 115% |
| Returns for 10 years | 28.03 | N/A | - |
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