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AQGRX vs CWIAX
AQGRX vs CWIAX Comparison
Open Charts AQGRX vs CWIAX
AQR Global Equity R6
Price$12.27
Change+$0.10 (+0.82%)
VolumeN/A
Net Assets468.42M
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
AQGRX vs CWIAX Comparison Chart in %
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AQGRX vs. CWIAX 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 AQGRX is a Buy and CWIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. AQGRX (468M). AQGRX pays higher dividends than CWIAX: AQGRX (2.08) vs CWIAX (1.46). AQGRX was incepted earlier than CWIAX: AQGRX (12 years) vs CWIAX (23 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 : 9.92 vs. CWIAX (9.32). AQGRX return over 5 years is better than : 63.86 vs. CWIAX (56.88).
| 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 | 23 years | - |
| Gain YTD | 15.864 | 13.573 | 117% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 136B | 0% |
| Annual Yield % from dividends | 2.08 | 1.46 | 143% |
| Returns for 1 year | 9.92 | 9.32 | 106% |
| Returns for 3 years | 56.16 | 51.64 | 109% |
| Returns for 5 years | 63.86 | 56.88 | 112% |
| Returns for 10 years | 70.91 | 84.28 | 84% |
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