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AQGIX vs RWIFX
AQGIX vs RWIFX Comparison
Open Charts AQGIX vs RWIFX
AQR Global Equity I
Price$12.45
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets484.07M
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
AQGIX vs RWIFX Comparison Chart in %
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AQGIX vs. RWIFX commentary
Jul 28, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. AQGIX (484M). AQGIX pays higher dividends than RWIFX: AQGIX (2.02) vs RWIFX (1.72). AQGIX was incepted earlier than RWIFX: AQGIX (16 years) vs RWIFX (23 years). AQGIX (0.84) is less costly to investors than RWIFX (0.46). AQGIX is a more actively managed with annual turnover of: 121.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AQGIX: RWIFX (250) vs AQGIX (5000000). AQGIX annual gain was more profitable for investors over the last year : 16.98 vs. RWIFX (14.13). AQGIX return over 5 years is better than : 64.77 vs. RWIFX (52.85).
| AQGIX | RWIFX | AQGIX / RWIFX | |
| Total Expense Ratio | 0.82 | 0.46 | 178% |
| Annual Report Gross Expense Ratio | 0.84 | 0.46 | 183% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 18.459 | 15.198 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 137B | 0% |
| Annual Yield % from dividends | 2.02 | 1.72 | 117% |
| Returns for 1 year | 16.98 | 14.13 | 120% |
| Returns for 3 years | 55.78 | 52.17 | 107% |
| Returns for 5 years | 64.77 | 52.85 | 123% |
| Returns for 10 years | 72.72 | 64.97 | 112% |
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