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AQGIX vs CWIAX
AQGIX vs CWIAX Comparison
Open Charts AQGIX vs CWIAX
AQR Global Equity I
Price$11.74
Change-$0.14 (-1.18%)
VolumeN/A
Net Assets449.35M
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AQGIX vs CWIAX Comparison Chart
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AQGIX vs. CWIAX commentary
Jun 16, 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: 131B vs. AQGIX (449M). AQGIX pays higher dividends than CWIAX: AQGIX (2.09) vs CWIAX (1.52). AQGIX was incepted earlier than CWIAX: AQGIX (15 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 annual gain was more profitable for investors over the last year : 8.22 vs. CWIAX (6.31). AQGIX return over 5 years is better than : 63.65 vs. CWIAX (56.31).
| AQGIX | CWIAX | AQGIX / CWIAX | |
| Total Expense Ratio | 0.82 | 0.78 | 105% |
| Annual Report Gross Expense Ratio | 0.84 | 0.78 | 108% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.703 | 9.031 | 130% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 131B | 0% |
| Annual Yield % from dividends | 2.09 | 1.52 | 137% |
| Returns for 1 year | 8.22 | 6.31 | 130% |
| Returns for 3 years | 48.46 | 45.37 | 107% |
| Returns for 5 years | 63.65 | 56.31 | 113% |
| Returns for 10 years | 62.29 | 73.44 | 85% |
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