Interact to see
Advertisement
Advertisement
AQGIX vs FWCGX
AQGIX vs FWCGX Comparison
Open Charts AQGIX vs FWCGX
AQR Global Equity I
Price$13.44
Change-$0.21 (-1.54%)
VolumeN/A
Net Assets528.54M
American Funds Capital World Gr&Inc529F3
Price$76.19
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
AQGIX vs FWCGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 144B vs. AQGIX (529M). AQGIX pays higher dividends than FWCGX: AQGIX (1.83) vs FWCGX (1.61). 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: 121.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than AQGIX: FWCGX (250) vs AQGIX (5000000). FWCGX (15.39) and AQGIX (14.69) have marching annual gain over last year. AQGIX return over 5 years is better than : 63.49 vs. FWCGX (53.42).
| 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 | 27.878 | 23.725 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 144B | 0% |
| Annual Yield % from dividends | 1.83 | 1.61 | 114% |
| Returns for 1 year | 14.69 | 15.39 | 95% |
| Returns for 3 years | 63.56 | 58.55 | 109% |
| Returns for 5 years | 63.49 | 53.42 | 119% |
| Returns for 10 years | 107.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement