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AQGIX vs CWIAX
AQGIX vs CWIAX Comparison
Open Charts AQGIX vs CWIAX
AQR Global Equity I
Price$12.67
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets489.34M
American Funds Capital World Gr&Inc 529A
Price$72.03
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
AQGIX vs CWIAX Comparison Chart in %
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AQGIX vs. CWIAX commentary
Aug 20, 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: 137B vs. AQGIX (489M). AQGIX pays higher dividends than CWIAX: AQGIX (1.99) vs CWIAX (1.46). AQGIX was incepted earlier than CWIAX: AQGIX (16 years) vs CWIAX (24 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 : 16.77 vs. CWIAX (11.15). AQGIX return over 5 years is better than : 61.98 vs. CWIAX (51.08).
| 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 | 24 years | - |
| Gain YTD | 21.503 | 15.453 | 139% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 137B | 0% |
| Annual Yield % from dividends | 1.99 | 1.46 | 136% |
| Returns for 1 year | 16.77 | 11.15 | 150% |
| Returns for 3 years | 50.59 | 45.33 | 112% |
| Returns for 5 years | 61.98 | 51.08 | 121% |
| Returns for 10 years | 86.91 | 96.01 | 91% |
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