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AQGIX vs FWCGX
AQGIX vs FWCGX Comparison
Open Charts AQGIX vs FWCGX
AQR Global Equity I
Price$12.39
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets549.28M
American Funds Capital World Gr&Inc529F3
Price$74.12
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
AQGIX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. AQGIX (549M). FWCGX pays higher dividends than AQGIX: FWCGX (1.78) vs AQGIX (1.21). AQGIX was incepted earlier than FWCGX: AQGIX (16 years) vs FWCGX (5 years). AQGIX (0.84) is less costly to investors than FWCGX (0.47). AQGIX is a more actively managed with annual turnover of: 119.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than AQGIX: FWCGX (250) vs AQGIX (5000000). FWCGX (19.26) and AQGIX (19.21) have marching annual gain over last year. AQGIX return over 5 years is better than : 40.22 vs. FWCGX (36.06).
| AQGIX | FWCGX | AQGIX / FWCGX | |
| Total Expense Ratio | 0.82 | 0.47 | 174% |
| Annual Report Gross Expense Ratio | 0.84 | 0.47 | 179% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 1.474 | 3.737 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 142B | 0% |
| Annual Yield % from dividends | 1.21 | 1.78 | 68% |
| Returns for 1 year | 19.21 | 19.26 | 100% |
| Returns for 3 years | 52.16 | 44.77 | 117% |
| Returns for 5 years | 40.22 | 36.06 | 112% |
| Returns for 10 years | 106.96 | N/A | - |
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