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AQGIX vs CWICX
AQGIX vs CWICX Comparison
Open Charts AQGIX vs CWICX
AQR Global Equity I
Price$11.74
Change-$0.14 (-1.18%)
VolumeN/A
Net Assets449.35M
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AQGIX vs CWICX Comparison Chart
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AQGIX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. AQGIX (449M). AQGIX pays higher dividends than CWICX: AQGIX (2.09) vs CWICX (0.82). AQGIX was incepted earlier than CWICX: AQGIX (15 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than AQGIX (0.84). AQGIX is a more actively managed with annual turnover of: 121.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AQGIX: CWICX (250) vs AQGIX (5000000). AQGIX annual gain was more profitable for investors over the last year : 8.22 vs. CWICX (5.51). AQGIX return over 5 years is better than : 63.65 vs. CWICX (50.44).
| AQGIX | CWICX | AQGIX / CWICX | |
| Total Expense Ratio | 0.82 | 1.53 | 54% |
| Annual Report Gross Expense Ratio | 0.84 | 1.53 | 55% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.703 | 8.650 | 135% |
| Front Load | N/A | N/A | - |
| 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 | 0.82 | 256% |
| Returns for 1 year | 8.22 | 5.51 | 149% |
| Returns for 3 years | 48.46 | 42.05 | 115% |
| Returns for 5 years | 63.65 | 50.44 | 126% |
| Returns for 10 years | 62.29 | 60.69 | 103% |
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