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AQGRX vs FWGIX
AQGRX vs FWGIX Comparison
Open Charts AQGRX vs FWGIX
AQR Global Equity R6
Price$12.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets545.22M
American Funds Capital World Gr&Inc F3
Price$71.92
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
AQGRX vs FWGIX Comparison Chart in %
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AQGRX vs. FWGIX commentary
Dec 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 Hold and FWGIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. AQGRX (545M). AQGRX pays higher dividends than FWGIX: AQGRX (1.87) vs FWGIX (1.64). 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: 119.00 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 : 16.11 vs. FWGIX (12.68). AQGRX return over 5 years is better than : 43.49 vs. FWGIX (32.97).
| 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 | 17.753 | 14.741 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 1000000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 142B | 0% |
| Annual Yield % from dividends | 1.87 | 1.64 | 114% |
| Returns for 1 year | 16.11 | 12.68 | 127% |
| Returns for 3 years | 58.47 | 47.61 | 123% |
| Returns for 5 years | 43.49 | 32.97 | 132% |
| Returns for 10 years | 84.80 | N/A | - |
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