AQGRX
Price
$12.55
Change
+$0.02 (+0.16%)
Updated
Jul 25 closing price
Net Assets
484.07M
CWICX
Price
$71.99
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
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AQGRX vs CWICX

Header iconAQGRX vs CWICX Comparison
Open Charts AQGRX vs CWICXBanner chart's image
AQR Global Equity R6
Price$12.55
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets484.07M
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
AQGRX vs CWICX Comparison Chart in %
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AQGRX vs. CWICX commentary
Jul 27, 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 CWICX is a Buy.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. AQGRX (484M). AQGRX pays higher dividends than CWICX: AQGRX (2.08) vs CWICX (0.78). AQGRX was incepted earlier than CWICX: AQGRX (12 years) vs CWICX (23 years). CWICX (1.53) is less costly to investors than AQGRX (0.74). AQGRX is a more actively managed with annual turnover of: 121.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than AQGRX: CWICX (250) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 17.15 vs. CWICX (12.89). AQGRX return over 5 years is better than : 63.59 vs. CWICX (49.27).
AQGRXCWICXAQGRX / CWICX
Total Expense Ratio0.721.5347%
Annual Report Gross Expense Ratio0.741.5348%
Fund Existence12 years23 years-
Gain YTD18.50814.503128%
Front LoadN/AN/A-
Min. Initial Investment5000000025020,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets484M137B0%
Annual Yield % from dividends2.080.78267%
Returns for 1 year17.1512.89133%
Returns for 3 years56.3748.95115%
Returns for 5 years63.5949.27129%
Returns for 10 years72.7470.95103%
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