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AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$13.77
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets536.27M
American Funds Capital World Gr&Inc F3
Price$77.59
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
AQGRX vs FWGIX Comparison Chart in %
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AQGRX vs. FWGIX commentary
Nov 14, 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 Hold and FWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 144B vs. AQGRX (536M). AQGRX pays higher dividends than FWGIX: AQGRX (1.89) vs FWGIX (1.65). AQGRX was incepted earlier than FWGIX: AQGRX (12 years) vs FWGIX (9 years). AQGRX (0.74) is less costly to investors than FWGIX (0.41). AQGRX is a more actively managed with annual turnover of: 121.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than AQGRX: FWGIX (1000000) vs AQGRX (50000000). AQGRX annual gain was more profitable for investors over the last year : 16.52 vs. FWGIX (15.44). AQGRX return over 5 years is better than : 64.89 vs. FWGIX (49.80).
| AQGRX | FWGIX | AQGRX / FWGIX | |
| Total Expense Ratio | 0.72 | 0.41 | 176% |
| Annual Report Gross Expense Ratio | 0.74 | 0.41 | 180% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 30.028 | 23.787 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 536M | 144B | 0% |
| Annual Yield % from dividends | 1.89 | 1.65 | 115% |
| Returns for 1 year | 16.52 | 15.44 | 107% |
| Returns for 3 years | 65.22 | 57.71 | 113% |
| Returns for 5 years | 64.89 | 49.80 | 130% |
| Returns for 10 years | 111.79 | N/A | - |
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