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AQGNX vs RWIFX
AQGNX vs RWIFX Comparison
Open Charts AQGNX vs RWIFX
AQR Global Equity N
Price$11.97
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets468.42M
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
AQGNX vs RWIFX Comparison Chart in %
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AQGNX vs. RWIFX commentary
Jul 06, 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: 136B vs. AQGNX (468M). RWIFX pays higher dividends than AQGNX: RWIFX (1.72) vs AQGNX (1.62). AQGNX was incepted earlier than RWIFX: AQGNX (16 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). RWIFX (9.68) and AQGNX (9.28) have marching annual gain over last year. AQGNX return over 5 years is better than : 62.27 vs. RWIFX (54.61).
| AQGNX | RWIFX | AQGNX / RWIFX | |
| Total Expense Ratio | 1.07 | 0.46 | 233% |
| Annual Report Gross Expense Ratio | 1.09 | 0.46 | 237% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 15.652 | 13.737 | 114% |
| 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 | 1.72 | 94% |
| Returns for 1 year | 9.28 | 9.68 | 96% |
| Returns for 3 years | 54.09 | 51.39 | 105% |
| Returns for 5 years | 62.27 | 54.61 | 114% |
| Returns for 10 years | 66.71 | 64.73 | 103% |
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