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AQGRX vs CWIAX
AQGRX vs CWIAX Comparison
Open Charts AQGRX vs CWIAX
AQR Global Equity R6
Price$12.78
Change-$0.10 (-0.78%)
VolumeN/A
Net Assets489.34M
American Funds Capital World Gr&Inc 529A
Price$72.03
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
AQGRX vs CWIAX Comparison Chart in %
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AQGRX vs. CWIAX commentary
Aug 20, 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 AQGRX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. AQGRX (489M). AQGRX pays higher dividends than CWIAX: AQGRX (2.06) vs CWIAX (1.46). AQGRX was incepted earlier than CWIAX: AQGRX (12 years) vs CWIAX (24 years). CWIAX (0.78) is less costly to investors than AQGRX (0.74). AQGRX is a more actively managed with annual turnover of: 121.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than AQGRX: CWIAX (250) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 14.49 vs. CWIAX (9.44). AQGRX return over 5 years is better than : 59.71 vs. CWIAX (50.20).
| AQGRX | CWIAX | AQGRX / CWIAX | |
| Total Expense Ratio | 0.72 | 0.78 | 92% |
| Annual Report Gross Expense Ratio | 0.74 | 0.78 | 95% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 20.680 | 14.784 | 140% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 137B | 0% |
| Annual Yield % from dividends | 2.06 | 1.46 | 141% |
| Returns for 1 year | 14.49 | 9.44 | 153% |
| Returns for 3 years | 49.97 | 44.49 | 112% |
| Returns for 5 years | 59.71 | 50.20 | 119% |
| Returns for 10 years | 85.55 | 94.88 | 90% |
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