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AQGNX vs WGIFX
AQGNX vs WGIFX Comparison
Open Charts AQGNX vs WGIFX
AQR Global Equity N
Price$11.56
Change-$0.13 (-1.11%)
VolumeN/A
Net Assets449.35M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
AQGNX vs WGIFX Comparison Chart
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AQGNX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. AQGNX (449M). WGIFX (1.75) and AQGNX (1.68) have matching dividends . AQGNX was incepted earlier than WGIFX: AQGNX (15 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). AQGNX annual gain was more profitable for investors over the last year : 7.86 vs. WGIFX (6.58). AQGNX return over 5 years is better than : 61.14 vs. WGIFX (52.99).
| AQGNX | WGIFX | AQGNX / WGIFX | |
| Total Expense Ratio | 1.07 | 0.52 | 206% |
| Annual Report Gross Expense Ratio | 1.09 | 0.52 | 210% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 11.691 | 9.129 | 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 | 1.75 | 96% |
| Returns for 1 year | 7.86 | 6.58 | 119% |
| Returns for 3 years | 47.03 | 44.89 | 105% |
| Returns for 5 years | 61.14 | 52.99 | 115% |
| Returns for 10 years | 58.32 | 53.21 | 110% |
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