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AQGRX vs CWICX
AQGRX vs CWICX Comparison
Open Charts AQGRX vs CWICX
AQR Global Equity R6
Price$13.40
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets508.43M
American Funds Capital World Gr&Inc 529C
Price$74.25
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
AQGRX vs CWICX Comparison Chart in %
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AQGRX vs. CWICX commentary
Sep 28, 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.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. AQGRX (508M). AQGRX pays higher dividends than CWICX: AQGRX (1.99) vs CWICX (0.77). AQGRX was incepted earlier than CWICX: AQGRX (12 years) vs CWICX (24 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 : 16.58 vs. CWICX (8.57). AQGRX return over 5 years is better than : 71.59 vs. CWICX (52.58).
| AQGRX | CWICX | AQGRX / CWICX | |
| Total Expense Ratio | 0.72 | 1.53 | 47% |
| Annual Report Gross Expense Ratio | 0.74 | 1.53 | 48% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 26.534 | 18.171 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 140B | 0% |
| Annual Yield % from dividends | 1.99 | 0.77 | 260% |
| Returns for 1 year | 16.58 | 8.57 | 193% |
| Returns for 3 years | 80.42 | 66.92 | 120% |
| Returns for 5 years | 71.59 | 52.58 | 136% |
| Returns for 10 years | 102.89 | 98.59 | 104% |
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