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AQGRX vs FCWGX
AQGRX vs FCWGX Comparison
Open Charts AQGRX vs FCWGX
AQR Global Equity R6
Price$13.77
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets536.27M
American Funds Capital World Gr&Inc529F2
Price$77.61
Change+$0.32 (+0.41%)
VolumeN/A
Net Assets143.54B
AQGRX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. AQGRX (536M). AQGRX pays higher dividends than FCWGX: AQGRX (1.89) vs FCWGX (1.56). AQGRX was incepted earlier than FCWGX: AQGRX (12 years) vs FCWGX (5 years). AQGRX (0.74) is less costly to investors than FCWGX (0.52). AQGRX is a more actively managed with annual turnover of: 121.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than AQGRX: FCWGX (250) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 16.52 vs. FCWGX (15.32). AQGRX return over 5 years is better than : 64.89 vs. FCWGX (53.05).
| AQGRX | FCWGX | AQGRX / FCWGX | |
| Total Expense Ratio | 0.72 | 0.52 | 138% |
| Annual Report Gross Expense Ratio | 0.74 | 0.52 | 142% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 30.028 | 23.670 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 250 | 20,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 536M | 144B | 0% |
| Annual Yield % from dividends | 1.89 | 1.56 | 121% |
| Returns for 1 year | 16.52 | 15.32 | 108% |
| Returns for 3 years | 65.22 | 58.35 | 112% |
| Returns for 5 years | 64.89 | 53.05 | 122% |
| Returns for 10 years | 111.79 | N/A | - |
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