Interact to see
Advertisement
Advertisement
AQGNX vs CWICX
AQGNX vs CWICX Comparison
Open Charts AQGNX vs CWICX
AQR Global Equity N
Price$11.56
Change-$0.13 (-1.11%)
VolumeN/A
Net Assets449.35M
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
AQGNX vs CWICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AQGNX vs. CWICX commentary
Jun 16, 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: 131B vs. AQGNX (449M). AQGNX pays higher dividends than CWICX: AQGNX (1.68) vs CWICX (0.82). AQGNX was incepted earlier than CWICX: AQGNX (15 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 : 7.86 vs. CWICX (5.51). AQGNX return over 5 years is better than : 61.14 vs. CWICX (50.44).
| AQGNX | CWICX | AQGNX / CWICX | |
| Total Expense Ratio | 1.07 | 1.53 | 70% |
| Annual Report Gross Expense Ratio | 1.09 | 1.53 | 71% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.691 | 8.650 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 131B | 0% |
| Annual Yield % from dividends | 1.68 | 0.82 | 206% |
| Returns for 1 year | 7.86 | 5.51 | 143% |
| Returns for 3 years | 47.03 | 42.05 | 112% |
| Returns for 5 years | 61.14 | 50.44 | 121% |
| Returns for 10 years | 58.32 | 60.69 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ADEIX | 16.56 | -0.19 | -1.13% |
| Ancora Dividend Value Equity I | |||
| KCGSX | 21.13 | -0.25 | -1.17% |
| Knights of Columbus Large Cap Growth S | |||
| FMIUX | 36.55 | -0.59 | -1.59% |
| FMI Common Stock Institutional | |||
| MIGMX | 30.59 | -0.56 | -1.80% |
| MFS Massachusetts Inv Gr Stk R1 | |||
| MRIGX | 33.11 | -0.69 | -2.04% |
| Meridian Growth Investor | |||