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AQGIX vs CWIAX
AQGIX vs CWIAX Comparison
Open Charts AQGIX vs CWIAX
AQR Global Equity I
Price$12.17
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets468.42M
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AQGIX vs CWIAX Comparison Chart in %
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AQGIX vs. CWIAX commentary
Jul 07, 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 AQGIX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. AQGIX (468M). AQGIX pays higher dividends than CWIAX: AQGIX (2.02) vs CWIAX (1.46). AQGIX was incepted earlier than CWIAX: AQGIX (16 years) vs CWIAX (23 years). AQGIX (0.84) is less costly to investors than CWIAX (0.78). AQGIX is a more actively managed with annual turnover of: 121.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than AQGIX: CWIAX (250) vs AQGIX (5000000). AQGIX (9.71) and CWIAX (9.32) have marching annual gain over last year. AQGIX return over 5 years is better than : 65.04 vs. CWIAX (56.88).
| AQGIX | CWIAX | AQGIX / CWIAX | |
| Total Expense Ratio | 0.82 | 0.78 | 105% |
| Annual Report Gross Expense Ratio | 0.84 | 0.78 | 108% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 15.794 | 13.573 | 116% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 136B | 0% |
| Annual Yield % from dividends | 2.02 | 1.46 | 138% |
| Returns for 1 year | 9.71 | 9.32 | 104% |
| Returns for 3 years | 55.75 | 51.64 | 108% |
| Returns for 5 years | 65.04 | 56.88 | 114% |
| Returns for 10 years | 70.86 | 84.28 | 84% |
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