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AQGNX vs WGIFX
AQGNX vs WGIFX Comparison
Open Charts AQGNX vs WGIFX
AQR Global Equity N
Price$11.97
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets468.42M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
AQGNX vs WGIFX Comparison Chart in %
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AQGNX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. AQGNX (468M). WGIFX (1.67) and AQGNX (1.62) have matching dividends . AQGNX was incepted earlier than WGIFX: AQGNX (16 years) vs WGIFX (17 years). AQGNX (1.09) is less costly to investors than WGIFX (0.52). AQGNX is a more actively managed with annual turnover of: 121.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than AQGNX: WGIFX (250) vs AQGNX (2500). WGIFX (9.60) and AQGNX (9.28) have marching annual gain over last year. AQGNX return over 5 years is better than : 62.27 vs. WGIFX (54.28).
| AQGNX | WGIFX | AQGNX / WGIFX | |
| Total Expense Ratio | 1.07 | 0.52 | 206% |
| Annual Report Gross Expense Ratio | 1.09 | 0.52 | 210% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 15.652 | 13.694 | 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 | 1.67 | 97% |
| Returns for 1 year | 9.28 | 9.60 | 97% |
| Returns for 3 years | 54.09 | 51.13 | 106% |
| Returns for 5 years | 62.27 | 54.28 | 115% |
| Returns for 10 years | 66.71 | 64.28 | 104% |
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