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AQGNX vs RWIFX
AQGNX vs RWIFX Comparison
Open Charts AQGNX vs RWIFX
AQR Global Equity N
Price$11.56
Change-$0.13 (-1.11%)
VolumeN/A
Net Assets449.35M
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AQGNX vs RWIFX Comparison Chart
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AQGNX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. AQGNX (449M). RWIFX pays higher dividends than AQGNX: RWIFX (1.80) vs AQGNX (1.68). AQGNX was incepted earlier than RWIFX: AQGNX (15 years) vs RWIFX (23 years). AQGNX (1.09) is less costly to investors than RWIFX (0.46). AQGNX is a more actively managed with annual turnover of: 121.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than AQGNX: RWIFX (250) vs AQGNX (2500). AQGNX annual gain was more profitable for investors over the last year : 7.86 vs. RWIFX (6.65). AQGNX return over 5 years is better than : 61.14 vs. RWIFX (53.30).
| AQGNX | RWIFX | AQGNX / RWIFX | |
| Total Expense Ratio | 1.07 | 0.46 | 233% |
| Annual Report Gross Expense Ratio | 1.09 | 0.46 | 237% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.691 | 9.163 | 128% |
| 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 | 1.80 | 93% |
| Returns for 1 year | 7.86 | 6.65 | 118% |
| Returns for 3 years | 47.03 | 45.12 | 104% |
| Returns for 5 years | 61.14 | 53.30 | 115% |
| Returns for 10 years | 58.32 | 53.59 | 109% |
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