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AQGIX vs CWICX
AQGIX vs CWICX Comparison
Open Charts AQGIX vs CWICX
AQR Global Equity I
Price$12.67
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets489.34M
American Funds Capital World Gr&Inc 529C
Price$71.81
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
AQGIX vs CWICX Comparison Chart in %
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AQGIX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. AQGIX (489M). AQGIX pays higher dividends than CWICX: AQGIX (1.99) vs CWICX (0.78). AQGIX was incepted earlier than CWICX: AQGIX (16 years) vs CWICX (24 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 : 16.77 vs. CWICX (10.28). AQGIX return over 5 years is better than : 61.98 vs. CWICX (45.43).
| 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 | 24 years | - |
| Gain YTD | 21.503 | 14.885 | 144% |
| Front Load | N/A | N/A | - |
| 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 | 0.78 | 254% |
| Returns for 1 year | 16.77 | 10.28 | 163% |
| Returns for 3 years | 50.59 | 42.01 | 120% |
| Returns for 5 years | 61.98 | 45.43 | 136% |
| Returns for 10 years | 86.91 | 81.57 | 107% |
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