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AQGRX vs FWCGX
AQGRX vs FWCGX Comparison
Open Charts AQGRX vs FWCGX
AQR Global Equity R6
Price$13.77
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets536.27M
American Funds Capital World Gr&Inc529F3
Price$77.59
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
AQGRX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 144B vs. AQGRX (536M). AQGRX pays higher dividends than FWCGX: AQGRX (1.89) vs FWCGX (1.61). AQGRX was incepted earlier than FWCGX: AQGRX (12 years) vs FWCGX (5 years). AQGRX (0.74) is less costly to investors than FWCGX (0.47). AQGRX is a more actively managed with annual turnover of: 121.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than AQGRX: FWCGX (250) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 16.52 vs. FWCGX (15.39). AQGRX return over 5 years is better than : 64.89 vs. FWCGX (53.42).
| AQGRX | FWCGX | AQGRX / FWCGX | |
| Total Expense Ratio | 0.72 | 0.47 | 153% |
| Annual Report Gross Expense Ratio | 0.74 | 0.47 | 157% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 30.028 | 23.725 | 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 | 1.61 | 118% |
| Returns for 1 year | 16.52 | 15.39 | 107% |
| Returns for 3 years | 65.22 | 58.55 | 111% |
| Returns for 5 years | 64.89 | 53.42 | 121% |
| Returns for 10 years | 111.79 | N/A | - |
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