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AQGNX vs CWICX
AQGNX vs CWICX Comparison
Open Charts AQGNX vs CWICX
AQR Global Equity N
Price$11.97
Change+$0.09 (+0.76%)
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
AQGNX vs CWICX Comparison Chart in %
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AQGNX 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 AQGNX is a Buy and CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. AQGNX (468M). AQGNX pays higher dividends than CWICX: AQGNX (1.62) vs CWICX (0.78). AQGNX was incepted earlier than CWICX: AQGNX (16 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than AQGNX (1.09). AQGNX is a more actively managed with annual turnover of: 121.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AQGNX: CWICX (250) vs AQGNX (2500). AQGNX annual gain was more profitable for investors over the last year : 9.28 vs. CWICX (8.49). AQGNX return over 5 years is better than : 62.27 vs. CWICX (50.99).
| AQGNX | CWICX | AQGNX / CWICX | |
| Total Expense Ratio | 1.07 | 1.53 | 70% |
| Annual Report Gross Expense Ratio | 1.09 | 1.53 | 71% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 15.652 | 13.135 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 136B | 0% |
| Annual Yield % from dividends | 1.62 | 0.78 | 208% |
| Returns for 1 year | 9.28 | 8.49 | 109% |
| Returns for 3 years | 54.09 | 48.18 | 112% |
| Returns for 5 years | 62.27 | 50.99 | 122% |
| Returns for 10 years | 66.71 | 70.73 | 94% |
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