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AQGIX vs CWICX
AQGIX vs CWICX Comparison
Open Charts AQGIX vs CWICX
AQR Global Equity I
Price$12.17
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets468.42M
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AQGIX vs CWICX Comparison Chart in %
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AQGIX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. AQGIX (468M). AQGIX pays higher dividends than CWICX: AQGIX (2.02) vs CWICX (0.78). AQGIX was incepted earlier than CWICX: AQGIX (16 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 : 9.71 vs. CWICX (8.49). AQGIX return over 5 years is better than : 65.04 vs. CWICX (50.99).
| AQGIX | CWICX | AQGIX / CWICX | |
| Total Expense Ratio | 0.82 | 1.53 | 54% |
| Annual Report Gross Expense Ratio | 0.84 | 1.53 | 55% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 15.794 | 13.135 | 120% |
| Front Load | N/A | N/A | - |
| 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 | 0.78 | 258% |
| Returns for 1 year | 9.71 | 8.49 | 114% |
| Returns for 3 years | 55.75 | 48.18 | 116% |
| Returns for 5 years | 65.04 | 50.99 | 128% |
| Returns for 10 years | 70.86 | 70.73 | 100% |
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